Marc Bannos (CRD# 6450540) is an Investment Advisor Representative working at Equilus Group Inc. in Wenatchee, WA and has over 8 years of experience in the finance industry.
CRD# 5471160
Edward Jones
CRD# 4535419
Blackburn Financial
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | Bellevue, WA | May 2019 - Current | 5 |
Pruco Securities LLC | Bellevue, WA | May 2019 - Current | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows, IL | Nov 2017 - Apr 2019 | 1 |
Bank Of America, N.a. | Rolling Meadows, IL | Nov 2017 - Apr 2019 | 1 |
Unemployed | Tinley Park, IL | Jun 2017 - Nov 2017 | < 1 |
Charles Schwab & Company, Inc. | Indianapolis, IN | Feb 2015 - Jun 2017 | 2 |
Us Bank | Plainfield, IL | Sep 2014 - Feb 2015 | < 1 |
On Guard, Inc. | Tinley Park, IL | Sep 2012 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2016 |
S63 | Uniform Securities State Law Examination | Jul 2015 |
- ID
- IL
- OR
- WA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$66,161
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, IL, IN, OR, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.