Marilyn Banyai (CRD# 1603466) is an Investment Advisor Representative working at Avantax Advisory Services in Collegeville, PA and has over 37 years of experience in the finance industry. Marilyn Banyai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Lpl Financial LLC
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Raymond James Financial Services Advisors, Inc.
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Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fruitful Ventures | Collegeville, PA | Oct 2009 - Current | 14 |
| Avantax Advisory Services | Collegeville, PA | Jul 2003 - Current | 20 |
| Avantax Investment Services, Inc. | Collegeville, PA | Jul 2001 - Current | 22 |
| Avantax Insurance Agency, LLC | Collegeville, PA | Jul 2001 - Current | 22 |
| Montgomery County | Norristown, PA | Jan 1990 - Current | 34 |
| Perkiomen Valley School District | Collegeville, PA | Jan 1990 - Current | 34 |
| Borough Of Collegeville | Collegeville, PA | Jan 1990 - Current | 34 |
| Borough Of Collegeville | Collegeville, PA | Jan 1988 - Current | 36 |
| Self-employed Cpa | Collegeville, PA | Jan 1975 - Current | 49 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
- PA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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, VT, WA, WI, WV, WY
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