Mark Willens (CRD# 1328408) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boca Raton, FL and has over 37 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boca Raton Financial Planners | Boca Raton, FL | Apr 2022 - Current | 2 |
| Arthur Rottenstein LLC | Boca Raton, FL | May 2019 - Current | 4 |
| Mango Wealth, LLC | Boca Raton, FL | Jul 2015 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | Boca Raton, FL | Oct 2014 - Current | 9 |
| Wells Fargo Advisors LLC | Boca Raton, FL | May 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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