Marvin Ellis, financial advisor Bountiful UT
93 score

Marvin Ellis

CRD Number: 1244282
Current Firm: Raymond James Financial Services Advisors, Inc.

Marvin Ellis (CRD# 1244282) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bountiful, UT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Marvis LLC Bountiful, UT Apr 2011 - Current 5
Ellis Financial Group Bountiful, UT Apr 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Bountiful, UT Jan 2009 - Current 7
Insurance - Non Variable Bountiful, UT Feb 2006 - Current 10
Trustee Of Mothers Trust And Fa For Account Bountiful, UT Sep 2005 - Current 11
Raymond James Financial Services, Inc. Bountiful, UT Jul 2005 - Current 11
Cold Water Canyon Apartments Farmington, UT Apr 1997 - Current 19
Colonial Office Venture, LLC Bountiful, UT Apr 2011 - Mar 2016 4
Gathering Place Publishers Farmington, UT Mar 2004 - Apr 2014 10
Ls Financial Services, Inc. Bountiful, UT Apr 2008 - Apr 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Marvin O. Ellis
Phone Number: 727-567-5877
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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