Marcus Richardson, financial advisor Birmingham AL

Marcus Richardson

CRD Number: 3037932
Current Firm: Stonex Advisors Inc.

Marcus Richardson (CRD# 3037932) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Stonex Advisors Inc. Birmingham, AL Jun 2006 - Current 17
Stonex Securities Inc. Birmingham, AL Jun 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Marcus B. Richardson
Phone Number: 800-292-2411
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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