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Mark Allan Pera

Carillon Fund Distributors, Inc.

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About Mark Allan Pera

Mark Pera is a registered investment advisor representative with Raymond James Investment Management. Mark has been in the financial services industry since 2004 and has a Series 7, Series 66, and Series 79TO license. Mark has previously worked at Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc.. Raymond James Investment Management provides investment advisory services to individuals, investment companies, and pooled investment vehicles. The firm has approximately $16.4 billion in regulatory assets under management. Mark is a valuable asset to Raymond James Investment Management and has a proven track record of success.

Firm Information

Mark Pera is currently registered with Carillon Fund Distributors, Inc.. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Carillon Fund Distributors, Inc.

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mark Pera’s Registration & Firm History

FL

08/09/2018 - Present

Carillon Fund Distributors, Inc. (ST. PETERSBURG FL)

TN

02/13/2013 - 08/09/2018

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

01/01/2005 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 02/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Allan Pera.
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