Mark Donald Aldridge

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

• 06/2005 → Present
  Raymond James Financial Services
  Dublin, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Dublin, OH

Other Businesses

(1)Name of Business: Aldridge Financial Consultants, LLC Address: 5890 Sawmill Rd Ste 130, Dublin, OH, 43017, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/23/2005 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2)Name of Business: Ridgebourne DGA LLC Address: 21774 State Route 41, Peebles, OH, 45660, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/03/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: land rental activities. For now, will be renting to a local farmer for his crops.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Financial Analyst

Other Names

• Mark Donald Aldridge