Mark VanceCRD Number: 4516230
Current Firm: Raymond James Financial Services Advisors, Inc.
Mark Vance (CRD# 4516230) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Omaha, NE and has over 15 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Raymond James Financial Services Advisors Inc.||Omaha, NE||Jun 2015 - Current||2|
|Raymond James Financial Services, Inc.||Omaha, NE||Jun 2015 - Current||2|
|First National Bank Of Omaha||Omaha, NE||Mar 2010 - Current||8|
|First National Capital Markets||Omaha, NE||Jun 2010 - Jun 2015||5|
|Primevest Financial Services, Inc.||St. Cloud, MN||Mar 2010 - Jun 2010||< 1|
|Lpl Financial Corporation||Omaha, NE||Mar 2009 - Mar 2010||1|
|Carson Wealth Management Group||Omaha, NE||Jan 2009 - Mar 2010||1|
|Ubs Financial Services Inc.||Omaha, NE||Nov 2007 - Mar 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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