James MarksCRD Number: 4632848
Current Firm: Citizens Securities, Inc.
James Marks (CRD# 4632848) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pittsburgh, PA and has over 13 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Cco Investment Services||Pittsburgh, PA||Oct 2012 - Current||5|
|Citizens Bank||Pittsburgh, PA||Feb 2011 - Current||7|
|Citizens Bank||Pittsburgh, PA||May 2010 - Feb 2011||< 1|
|Unemployed||Pittsburgh, PA||Apr 2010 - May 2010||< 1|
|Mbsc Securities Corporation||Pittsburgh, PA||Jul 2007 - Apr 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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