Craig MarcumCRD Number: 5491502
Current Firm: Waddell & Reed
Craig Marcum (CRD# 5491502) is an Investment Advisor Representative working at Waddell & Reed in Kennewick, WA and has over 10 years of experience in the finance industry.
Era Capital Management LLC
Northwestern Mutual Investment Services,llc
|Bni Power Network||Kennewick, WA||Oct 2015 - Current||2|
|Johnston Marcum LLC||East Wenatchee, WA||Jun 2015 - Current||3|
|Northwest Official's Group||Seattle, WA||Sep 2014 - Current||3|
|Pacific Northwest Officials Group||Ferndale, WA||Sep 2014 - Current||3|
|Craig Marcum, LLC||Richland, WA||May 2013 - Current||5|
|Tri-city Sports Officials Assoc Inc.||Richland, WA||Sep 2010 - Current||7|
|Western States Officials Assoc||Spokane, WA||Sep 2010 - Current||7|
|Orchards Homeowners Association||Kennewick, WA||Jun 2009 - Current||9|
|Tri-city Water Follies||Kennewick, WA||Aug 2008 - Current||9|
|Various Insurance Carriers For W & R Insurance Agencies||Pasco, WA||Apr 2008 - Current||10|
|Waddell & Reed, Inc.||East Wenatchee, WA||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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