Unclaimed Profile

Mark Nicholas Lontchar

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·SAINT PETERSBURG, Florida

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 79TOClean record5 years registeredRAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

880 CARILLON PARKWAY, SAINT PETERSBURG, FL 33716CRD# 5248932Firm CRD# 149018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Nicholas Lontchar · SAINT PETERSBURG, FL

Registration

CRD #5248932 · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · 5 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Dec 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Registration record

First registered · December 21, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CRD 149018 · SEC 801-69815

AUM

$344.9B

Regulatory assets under management

Employees

6,727

1,030,208 client accounts

Services offered by RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Mark Nicholas Lontchar offer?

Mark Nicholas Lontchar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PETERSBURG, Florida for a consultation.

What are Mark Nicholas Lontchar's credentials?

Mark Nicholas Lontchar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Nicholas Lontchar located?

Mark Nicholas Lontchar is based in SAINT PETERSBURG, Florida, working with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. Their office serves clients in the SAINT PETERSBURG metropolitan area and surrounding communities.

How does Mark Nicholas Lontchar charge for services?

Mark Nicholas Lontchar's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: per participant (erisa). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC?

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC has approximately 6727 employees and manages $344.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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