Marsha BartaCRD Number: 1987462
Current Firm: Securities America Advisors, Inc.
Marsha Barta (CRD# 1987462) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cedar Rapids, IA and has over 27 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Securities America Advisors, Inc.||Cedar Rapids, IA||Oct 2010 - Current||7|
|Securities America, Inc.||Cedar Rapids, IA||Mar 2006 - Current||11|
|Personal Mgmt||Cedar Rapids, IA||Jan 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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