Eliot Marr (CRD# 5463664) is an Investment Advisor Representative working at Bison Wealth, LLC in Tampa, FL and has over 15 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Metric Financial, LLC | Atlanta, GA | May 2023 - Current | < 1 |
| Bison Wealth, Llc Dba Capital Defender Advisors, Inc. | Atlanta, GA | Jan 2023 - Current | 1 |
| Ifp Securities, LLC | Tampa, FL | May 2019 - Apr 2023 | 3 |
| Independent Financial Partners | Tampa, FL | Mar 2010 - Apr 2023 | 13 |
| The Pacific Financial Group, Inc. | Bellevue, WA | Aug 2021 - Dec 2022 | 1 |
| Lpl Financial LLC | Tampa, FL | Feb 2010 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- FL
-
Total Assets Under Management1,605MILLIONS
-
Total Number of Accounts4,347ACCOUNTS
-
Average Account Value$369,322
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AL, CA, CT, FL, GA, IA, IL, LA, MA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
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