Mark Robert Zabst

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → Present
  Raymond James Financial Services, Inc
  Rockville, MD
• 09/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Rockville, MD
• 10/2013 → 09/2018
  Georgetown Business Networking Group
  Washington, DC

Previous Registrations

• 2008-03-12 → 2013-09-25
  Spc Financial Inc
  Rockville, MD

Other Businesses

(1)Name of Business: Financial 360, LLC Address: 2000 Tower Oaks Blvd. Suite 250, Rockville, MD, 20852, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 09/23/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Serve as a financial advisor for clients. (2)Name of Business: None Address: 2000 Tower Oaks Blvd. Suite 250, Rockville, MD, 20852, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 04/19/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell and help place non-variable insurance policies in place for clients.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-07

Designations

• Certified Financial Planner