Mark Almlie (CRD# 3207484) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Osceola, WI and has over 24 years of experience in the finance industry.
CRD# 5609846
Edward Jones
CRD# 7008035
Gradient Advisors, LLC
CRD# 6138325
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osceola School District | Osceola, WA | Feb 2024 - Current | < 1 |
| Raymond James Financial Services Advisors | Osceola, WI | Jun 2008 - Current | 15 |
| Raymond James Financial Services | Osceola, WI | Jun 2008 - Current | 15 |
| The River Group Financial Advisors | Osceola, WI | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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