Marlon BedoyaCRD Number: 6154182
Current Firm: Swbc Investment Company
Marlon Bedoya (CRD# 6154182) is an Investment Advisor Representative working at Swbc Investment Company in Austin, TX and has over 3 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Tdameritrade, Inc.||Fort Worth, TX||Nov 2014 - Current||1|
|Compass Bank||Bee Cave, TX||Feb 2014 - Aug 2014||< 1|
|Bbva Securities Inc.||Bee Cave, TX||Feb 2014 - Aug 2014||< 1|
|Marlon Bedoya||Austin, TX||May 2013 - Feb 2014||< 1|
|Nylife Securities LLC||Austin, TX||Mar 2013 - Jul 2013||< 1|
|New York Life||Austin, TX||Jan 2013 - Jul 2013||< 1|
|Marlon Bedoya||Austin, TX||Jan 2008 - Feb 2013||5|
|Abc||New York, NY||Mar 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management143MILLIONS
Total Number of Accounts270ACCOUNTS
Average Account Value$530,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, FL, LA, MD, MN, TX
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