Mark Deering, financial advisor Franklin TN

Mark Deering

CRD Number: 4890057
Current Firm: Sagespring Wealth Partners

Mark Deering (CRD# 4890057) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 19 years of experience in the finance industry. Mark Deering has taken additional exams to become a Certified Financial Planner (CFP®).

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Professional Designations
Company Name Location Dates Years
Sagespring Wealth Partners Franklin, TN Nov 2022 - Current 1
Deering Wealth Team Franklin, TN May 2014 - Current 10
Raymond James Financial Services, Inc. Franklin, TN Jan 2005 - Current 19
Southwestern Investment Group Franklin, TN Jan 2019 - Nov 2022 3
Southwestern Investment Advisory Services Franklin, TN Mar 2017 - Nov 2022 5
Raymond James Financial Services Advisors, Inc. Franklin, TN Jan 2009 - Mar 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Mark G. Deering
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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