Mark Todd Holbert

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

• 06/1998 → Present
  Raymond James & Associates, Inc.
  Palm Beach Gardens, FL
• 01/2007 → Present
  E-Train Sports
  Jupiter, FL
• 02/2017 → 05/2017
  Raymond James & Associates, Inc.
  Jupiter, FL

Other Businesses

(1) Friends of Jupiter Beach Address: P. O. Box 791,Jupiter, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 09/16/2014 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 1 Description of duties: Board Member

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-04
• S66 Uniform Combined State Law Examination
  2004-08-06

Designations

• Certified Financial Planner

Other Names

• Mark Holbert