Marcus Bauman, financial advisor Chesapeake VA

Marcus Bauman

CRD Number: 5278844
Current Firm: Interactive Financial Advisors

Marcus Bauman (CRD# 5278844) is an Investment Advisor Representative working at Interactive Financial Advisors in Chesapeake, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Interactive Financial Advisors Newport News, VA Jul 2013 - Current 6
Bauman Financial, LLC Newport News, VA Jun 2013 - Current 6
Insound Audio, Inc. Newport News, VA Jun 2013 - Dec 2017 4
Fortune Financial Services, Inc. New Brighton, PA Sep 2013 - Dec 2014 1
Insound, Inc. Washington, DC Sep 1991 - Jun 2013 21
Carmines, Robbins & Company, Plc Newport News, VA Mar 2008 - Nov 2012 4
1st Global Advisors, Inc. Dallas, TX Sep 2008 - Oct 2012 4
1st Global Capital Corp. Dallas, TX Aug 2008 - Oct 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Marcus M. Bauman
Phone Number: 630-472-1300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    3,166
    ACCOUNTS
  • Average Account Value
    $85,937
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MS, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

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

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