Marcus Bauman, financial advisor Newport News VA
93 score

Marcus Bauman

CRD Number: 5278844
Current Firm: Interactive Financial Advisors

Marcus Bauman (CRD# 5278844) is an Investment Advisor Representative working at Interactive Financial Advisors in Newport News, VA and has over 8 years of experience in the finance industry.

Similar Advisors
Jonathan Muhlendorf, financial advisor Newport News VA
Jonathan S. Muhlendorf
CRD# 3231124
Lincoln Financial Advisors Corporation
Score
103
Similar Advisors
Oscar Alvarez, financial advisor Newport News VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Score
101
Similar Advisors
Wayne Berry, financial advisor Newport News VA
Wayne C. Berry
CRD# 1710978
Virginia Capital Management Group Inc.
Score
101
Company Name Location Dates Years
Fortune Financial Services, Inc. New Brighton, PA Sep 2013 - Current 3
Interactive Financial Advisors Newport News, VA Jul 2013 - Current 3
Bauman Financial, LLC Newport News, VA Jun 2013 - Current 3
Insound Audio, Inc. Newport News, VA Jun 2013 - Current 3
Insound, Inc. Washington, DC Sep 1991 - Jun 2013 21
Carmines, Robbins & Company, Plc Newport News, VA Mar 2008 - Nov 2012 4
1st Global Advisors, Inc. Dallas, TX Sep 2008 - Oct 2012 4
1st Global Capital Corp. Dallas, TX Aug 2008 - Oct 2012 4
Wade Belote Richmond, VA Jan 2008 - Mar 2008 < 1
Joseph T. Buxton Iii, Pc Urbanna, VA Oct 2006 - Dec 2007 1
Trustbuilders Planning Group, LLC Richmond, VA Oct 2006 - Dec 2007 1
Jean & Luscomb, LLC Yorktown, VA Sep 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Marcus M. Bauman
Phone Number: 630-472-1300
Firm Website: http://www.swcares.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Marcus Bauman 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.