Mark Ross, financial advisor Jacksonville FL

Mark Ross

CRD Number: 2303555
Current Firm: Riverplace Capital Management Inc.

Mark Ross (CRD# 2303555) is an Investment Advisor Representative working at Riverplace Capital Management Inc. in Jacksonville, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
The Mortgage Firm Altamonte Springs, FL Feb 2015 - Current 9
Life Management Advisors Jacksonville, FL Jan 2004 - Feb 2017 13
Megastar Financial Venice, FL Aug 2013 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Mark W. Ross
Phone Number: 904-346-3460
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $628,045
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA

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