Marcus BaumanCRD 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 14 years of experience in the finance industry.
Martello Investments, LLC
Fidelity Personal And Workplace Advisors
Cambridge Investment Research Advisors, Inc.
|Interactive Financial Advisors||Newport News, VA||Jul 2013 - Current||9|
|Bauman Financial, LLC||Newport News, VA||Jun 2013 - Current||9|
|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|
Total Assets Under Management321MILLIONS
Total Number of Accounts3,067ACCOUNTS
Average Account Value$104,755
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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