Mid-atlantic Securities, Inc.

Mid-Atlantic Securities, Inc. is a Registered Investment Adviser established in 1987 and a wholly owned subsidiary of Level Four Group. They offer financial planning services, retirement plan advisory services, and various Raymond James sponsored programs. Financial planning fees range from $1,000 to $10,000 or $175 to $275 per hour. Retirement Plan Advisory Services fees are based on plan assets under management with a maximum fee of .50%. Raymond James programs have varying advisory fees based on account value. MAS does not charge performance-based fees. They serve individuals, corporations, pension plans, and more. Investment strategies include long-term trading, short-term trading, and margin transactions. MAS has constructive custody of client funds and securities. They receive discretionary authority from clients to select securities. MAS does not vote proxies. They have not been subject to any bankruptcy proceedings. Client information is safeguarded, and clients can opt-out of third-party disclosures. For more details, clients can contact MAS directly.