Mark Stratton, financial advisor Stuart FL
93 score

Mark Stratton

CRD Number: 1894252
Current Firm: Motiv8 Investments LLC

Mark Stratton (CRD# 1894252) is an Investment Advisor Representative working at Motiv8 Investments LLC in Stuart, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Motiv8 Investments LLC Stuart, FL Feb 2017 - Current 1
Motiv8 Investments LLC Stuart, FL Jan 2017 - Current 1
Lpl Financial LLC Plainview, NY May 2007 - Jan 2017 9
Private Client Advisor Palm City, FL May 2007 - Jan 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Mark E. Stratton
Phone Number: 772-807-4628
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $114,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, FL, IA, IL, KS, LA, MA, MI, MN, MO, NC, NH, NJ, NY, OK, PA, SC, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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