Marc FerriesCRD Number: 1210418
Current Firm: Ameriprise Financial Services, Inc.
Marc Ferries (CRD# 1210418) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Salem, OR and has over 31 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Ameriprise Financial Services, Inc.||Salem, OR||Aug 2015 - Current||1|
|Jhs Capital Advisors,llc||Tampa, FL||Apr 2012 - Current||4|
|Jhs Capital Advisors, LLC||Tampa, FL||Apr 2012 - Current||4|
|Paulson Investment Company, Inc.||Salem, OR||May 1984 - Apr 2012||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV