Mark Martin Mcculloch
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2020 to now
- Raymond James Financial Services, IncFeb 2020 to now
- Sagemont Investment GroupFeb 2020 to Nov 2022
- Evergreen Wealth ManagementJan 2020 to Nov 2022
- Morgan StanleyOct 2010 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CO).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3042523
- Firm CRD
- 149018