Marc Orourke (CRD# 856163) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 25 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Gravity Family Office Services, LLC | Lakeway, TX | Jan 2023 - Current | 1 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | Sep 2021 - Jan 2023 | 1 |
| Sofos Investments, Inc. | Allen, TX | May 2020 - Sep 2021 | 1 |
| Forta Financial Group, Inc. | Denver, CO | May 2020 - Sep 2021 | 1 |
| Paulson Investment Advisors LLC | San Francisco, CA | Dec 2018 - Apr 2020 | 1 |
| Paulson Investment Company, LLC | San Francisco, CA | Nov 2018 - Apr 2020 | 1 |
| Broxton Capital Advisors | Los Angeles, CA | Jan 2018 - Nov 2018 | < 1 |
| Retired | Novato, CA | Sep 2017 - Dec 2017 | < 1 |
| Wrapmanager, Inc. | San Francisco, CA | Jul 2016 - Aug 2017 | 1 |
| Willow Creek Financial Services, Inc. | Sebastopol, CA | Dec 2009 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1998 |
| S63 | Uniform Securities State Law Examination | Dec 2018 |
- CA
- TX
-
Total Assets Under Management365MILLIONS
-
Total Number of Accounts2,654ACCOUNTS
-
Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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