Mark Aho, financial advisor Marquette MI
96 score

Mark Aho

CRD Number: 1824754
Current Firm: Raymond James Financial Services Advisors, Inc.

Mark Aho (CRD# 1824754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marquette, MI and has over 19 years of experience in the finance industry. Mark Aho has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Marquette, MI Nov 2013 - Current 3
Raymond James Financial Services, Inc. Marquette, MI Oct 2013 - Current 3
Mark Aho Financial Group Marquette, MI Oct 2013 - Current 3
Wells Fargo Advisors LLC Marquette, MI Jan 2008 - Oct 2013 5
A.g. Edwards Marquette, MI Aug 2003 - Jan 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for Mark A. Aho
Phone Number: 727-567-5877
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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