UBS Financial Services
47yrs
Top advisor by experience in Birmingham
10yrs
Mark Beck
Financial advisor at Raymond James & Associates
Mark Beck is a fiduciary financial advisor in Birmingham, Michigan, with 10 years in the industry. After two years at Ameriprise Financial Services and seven years at Comerica Securities, Mark joined Raymond James & Associates in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James & Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 497 advisors with offices in Birmingham, and one of 479 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowRaymond James & Associates, Inc.Current firm
- 2023 – 2026Ameriprise Financial Services, LLCPreviously
- 2016 – 2023Comerica SecuritiesPreviously
Contact Mark
Local office(248) 901-3923Ask for Mark. (727) 567-1000Main office · St. Petersburg, FL 325 N. Old Woodward Ave. Suite 320Birmingham, MI 48009Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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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?
- 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 Mark’s local office at (248) 901-3923 or the Raymond James & Associates main office at (727) 567-1000, and ask for Mark Beck.
How long has Mark been a financial advisor?
Mark has been in the industry since 2016, about 10 years. 10 years in the industry.
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 & 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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