Landon Marx (CRD# 2702407) is an Investment Advisor Representative working at Osaic Wealth, Inc. in League City, TX and has over 28 years of experience in the finance industry. Landon Marx 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.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth Inc. | League City, TX | Jan 2024 - Current | < 1 |
| Lpl Financial, LLC | League City, TX | Dec 2018 - Jan 2024 | 5 |
| Personal Real Estate Transactions | League City, TX | Oct 2018 - Nov 2018 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Oct 2018 | < 1 |
| Fidelity Brokerage Services | Westlake, TX | Jun 2004 - Jul 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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, VI, VT, WA, WI, WV, WY
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