Marianne Borneman, financial advisor Norristown PA

Marianne Borneman

CRD Number: 7065159
Current Firm: Brokers Financial

Marianne Borneman (CRD# 7065159) is an Investment Advisor Representative working at Brokers Financial in Norristown, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Urbandale, IA Jan 2020 - Current 2
Springer Realty Group LLC Blue Bell, PA Aug 2017 - Current 5
Mutual Advisors, LLC Casper, WY Oct 2019 - Dec 2020 1
Mutual Securities, Inc. Camarillo, CA Oct 2019 - Dec 2020 1
Pfs Investments Inc. Blue Bell, PA Mar 2019 - Sep 2019 < 1
Primerica Financial Services Blue Bell, PA Oct 2018 - Sep 2019 < 1
Integrity Business Partners Phoenxville, PA Apr 2015 - Jul 2018 3
Nature's Corner Thermopolis, WY Aug 2013 - Mar 2015 1
Big Brothers Big Sisters Of Northwest Wyoming Worland, WY Apr 2011 - Aug 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Marianne J. Borneman
Phone Number: 877-886-1939
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,218
    MILLIONS
  • Total Number of Accounts
    6,958
    ACCOUNTS
  • Average Account Value
    $174,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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