John Marvin (CRD# 3027436) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Redlands, CA and has over 25 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2922342
Infinity Financial Services Advisory
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors Inc. | Redlands, CA | Jan 2018 - Current | 6 |
Citrus Wealth Management | Redlands, CA | Jan 2018 - Current | 6 |
Raymond James Financial Services, Inc. | Redlands, CA | Jan 2018 - Current | 6 |
Lpl Financial, LLC | Redlands, CA | Nov 1998 - Jan 2018 | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1998 |
S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- CA
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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