Marcus Folmar, financial advisor Louisville KY
93 score

Marcus Folmar

CRD Number: 5488583
Current Firm: Edward Jones

Marcus Folmar (CRD# 5488583) is an Investment Advisor Representative working at Edward Jones in Louisville, KY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2009 - Current 7
University Of Louisville Louisville, KY Jul 2008 - Jan 2009 < 1
Walgreens Louisville, KY Jun 2008 - Jul 2008 < 1
Churchill Downs Inc. Louisville, KY Apr 2006 - May 2008 2
Merrill Lynch Louisville, KY Jan 2008 - Apr 2008 < 1
Footlocker Louisville, KY Feb 2006 - Aug 2007 1
Andy Frain Louisville, KY Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Marcus E. Folmar
Phone Number: 314-515-2000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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