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Mark Lawrence Macleod

RM FINANCIAL SERVICES, LLC·FALMOUTH, Maine
Unclaimed Profile
362 US ROUTE ONE, FALMOUTH, ME 04105CRD# 3150711Firm CRD# 304297
01

About

Mark Lawrence Macleod is a registered financial advisor based in FALMOUTH, Maine, affiliated with RM FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RM FINANCIAL SERVICES, LLC
RM FINANCIAL SERVICES, LLC
AUM
$208M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RM FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3150711
Firm CRD# 304297
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Lawrence Macleod offer?
Mark Lawrence Macleod specializes in Financial Planning, Investment Management. Contact their office in FALMOUTH, Maine for a consultation.
What are Mark Lawrence Macleod's credentials?
Mark Lawrence Macleod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Lawrence Macleod located?
Mark Lawrence Macleod is based in FALMOUTH, Maine, working with RM FINANCIAL SERVICES, LLC. Their office serves clients in the FALMOUTH metropolitan area and surrounding communities.
How does Mark Lawrence Macleod charge for services?
Mark Lawrence Macleod's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RM FINANCIAL SERVICES, LLC?
RM FINANCIAL SERVICES, LLC has approximately 5 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FALMOUTH
Michael Corey Goldman — GOLDMAN FINANCIAL PLANNING, LLCAbigail Turner Morton — GOLDMAN FINANCIAL PLANNING, LLCElizabeth Alden Williams — GOLDMAN FINANCIAL PLANNING, LLCAaron Pike Rugh — RM FINANCIAL SERVICES, LLCCayla Jane Moore — RM FINANCIAL SERVICES, LLC
Nearby cities in Maine
PORTLAND (131)BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)SOUTH PORTLAND (5)
City Guides
PORTLAND GuideBANGOR GuideBRUNSWICK GuideBAR HARBOR GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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