Marcus BaumanCRD 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.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|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|
Total Assets Under Management185MILLIONS
Total Number of Accounts3,130ACCOUNTS
Average Account Value$58,956
- 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, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV
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