Christopher Marcum, financial advisor Englewood CO
88 score

Christopher Marcum

CRD Number: 6050652
Current Firm: Prudential Financial Planning Services

Christopher Marcum (CRD# 6050652) is an Investment Advisor Representative working at Prudential Financial Planning Services in Englewood, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities LLC Englewood, CO Mar 2012 - Current 4
The Prudential Insurance Company Of America Englewood, CO Mar 2012 - Current 4
Unemployed Fort Collins, CO Dec 2011 - Mar 2012 < 1
Colorado State University Fort Collins, CO Apr 2011 - Dec 2011 < 1
Colorado State University Fort Collins, CO Aug 2009 - Dec 2011 2
University Of Colorado Boulder, CO Aug 2006 - Aug 2009 3
Home Depot Boulder, CO Mar 2008 - Jul 2008 < 1
Lewis-palmer School District Monument, CO Aug 1994 - Aug 2006 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Christopher Marcum
Phone Number: 800-235-7637
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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