Raymond James Financial Services Advisors
40yrs
Top advisor by experience in St. petersburg
23yrs
Based in St. petersburg, Florida, Mark Wolf is a financial advisor with 23 years of industry experience. Mark has been with LPL Financial since 2024; before that, Mark spent 15 years at Raymond James Financial Services Advisors and four years at Raymond James Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office700 Central Ave. Suite 302, St. petersburg, FL 33701
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2009 – 2024
- 2005 – 2009Raymond James Financial Services, Inc.Previously
- Mar 2004 – Feb 2005Waddell & ReedPreviously
Contact Mark
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Mark. 700 Central Ave. Suite 302St. petersburg, FL 33701Office · Get directions Facebook pageLPL Financial
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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?
- 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 LPL Financial at (704) 733-3300 and ask for Mark Wolf. Mark works from the St. petersburg, FL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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