Mark Allen Byars

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 10/2011 → Present
  Raymond James & Associates, Inc.
  Naperville, IL

Previous Registrations

• 2011-07-20 → 2011-10-11
  Msi Financial Services, Inc.
  Downers Grove, IL
• 2010-06-03 → 2010-12-20
  Waddell & Reed
  Lisle, IL

Exams

• S66 Uniform Combined State Law Examination
  2010-06-02

Designations

• Certified Financial Planner