Osaic Wealth
40yrs
Top advisor by experience in Muskegon
33yrs
Mark Roller has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Muskegon, Michigan. Mark joined Raymond James & Associates in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 86 advisors with offices in Muskegon, and one of 83 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office700 Terrace Point Dr Suite 400, Muskegon, MI 49440
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRaymond James & Associates, Inc.Current firm
Contact Mark
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for Mark. 700 Terrace Point Dr Suite 400Muskegon, MI 49440Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Raymond James & Associates at (727) 567-1000 and ask for Mark Roller. Mark works from the Muskegon, MI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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