Mark FreiseCRD Number: 5060281
Current Firm: Raymond James Financial Services Advisors, Inc.
Mark Freise (CRD# 5060281) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mill Creek, WA and has over 15 years of experience in the finance industry. Mark Freise 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.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Freise Financial, Inc.||Mill Creek, WA||May 2017 - Current||4|
|Raymond James Financial Services, Inc.||Mill Creek, WA||Aug 2015 - Current||6|
|Raymond James Financial Services Advisors Inc.||Mill Creek, WA||Aug 2015 - Current||6|
|Freise Capital Management, Inc.||Mill Creek, WA||Aug 2015 - May 2017||1|
|Edward Jones||Everett, WA||Nov 2005 - Aug 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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