Marcus Blanchard (CRD# 6847288) is an Investment Advisor Representative working at Focal Point Financial Planning, LLC in Pleasant Grove, UT and has over 6 years of experience in the finance industry. Marcus Blanchard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Focal Point Financial Planning, LLC | Peasant Grove, UT | Oct 2020 - Current | 3 |
| Sidewinder Industries LLC | Orem, UT | May 2015 - Dec 2023 | 8 |
| Dfpg Investments, Inc. | Sandy, UT | Apr 2019 - Dec 2020 | 1 |
| Fidelity Brokerage Services, LLC | Salt Lake City, UT | Aug 2017 - Apr 2019 | 1 |
| Veritude | Salt Lake City, UT | May 2017 - Aug 2017 | < 1 |
| Deliberate Dynamics Inc. | South Salt Lake, UT | Aug 2014 - Jul 2017 | 2 |
| Emc Corporation | Pleasant Grove, UT | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- UT
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Total Assets Under Management13MILLIONS
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Total Number of Accounts53ACCOUNTS
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Average Account Value$242,843
- 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
- Pension consulting services
UT
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