Marcus Bauman (CRD# 5278844) is an Investment Advisor Representative working at Interactive Financial Advisors in Newport News, VA and has over 15 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Interactive Financial Advisors | Newport News, VA | Jul 2013 - Current | 10 |
| Bauman Financial, LLC | Newport News, VA | Jun 2013 - Current | 10 |
| Insound Audio, Inc. | Newport News, VA | Jun 2013 - Dec 2017 | 4 |
| Fortune Financial Services, Inc. | New Brighton, PA | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- VA
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Total Assets Under Management285MILLIONS
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Total Number of Accounts3,152ACCOUNTS
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Average Account Value$90,400
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, MT, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
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