Capitol Securities Management
47yrs
Top advisor by experience in Tampa
12yrs
Mark Beyer
Financial advisor at Raymond James Financial Services Advisors
Mark Beyer is a fiduciary financial advisor in Tampa, Florida, with 12 years in the industry. After eight years at Edward Jones, Mark joined Raymond James Financial Services Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 53% of advisors in Tampa
Office1646 W. Snow Avenue, Tampa, FL 33606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2014 – 2022Edward JonesPreviously
Contact Mark
Local office(813) 835-2403Ask for Mark. (727) 567-3020Main office · Saint Petersburg, FL 1646 W. Snow AvenueTampa, FL 33606Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Mark’s local office at (813) 835-2403 or the Raymond James Financial Services Advisors main office at (727) 567-3020, and ask for Mark Beyer.
How long has Mark been a financial advisor?
Mark has been in the industry since 2014, about 12 years. More experience than 53% of advisors in Tampa.
What licenses does Mark hold?
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 Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa