Marjorie Radford, financial advisor Jacksonville FL
93 score

Marjorie Radford

CRD Number: 1782662
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marjorie Radford (CRD# 1782662) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 7 years of experience in the finance industry.

Similar Advisors
Daniel Orlovsky, financial advisor Jacksonville FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Score
108
Similar Advisors
Michelle Ash, financial advisor Jacksonville FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Score
103
Similar Advisors
Katie Burke, financial advisor Jacksonville FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Score
103
Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jan 2013 - Current 3
Ameriprise Financial Services, Inc. Orange Park, FL Apr 2012 - Dec 2012 < 1
Unemployed Fleming Island, FL Jan 2012 - Mar 2012 < 1
Camarda Financial Advisors Fleming Island, FL Dec 2008 - Dec 2011 3
Unemployed Sarasota, FL Aug 2007 - Dec 2008 1
Mhj Enterprises Dba Norwalk Furniture Sarasota, FL May 2007 - Aug 2007 < 1
Unemployed Sarasota, FL Jan 2007 - May 2007 < 1
Selby Foundation Sarasota, FL Nov 2006 - Jan 2007 < 1
Unemployed Sarasota, FL Mar 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Marjorie K. Radford
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Marjorie Radford and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.