Marcus Egan, financial advisor Tampa FL
88 score

Marcus Egan

CRD Number: 6090569
Current Firm: Northwestern Mutual Investment Services,llc

Marcus Egan (CRD# 6090569) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2015 - Current 1
Northwestern Mutual Investment Services LLC Tampa, FL Oct 2014 - Current 2
University Of South Florida Tampa, FL Aug 2010 - Current 6
Northwestern Mutual Investment Services, LLC Tampa, FL Feb 2015 - Mar 2016 1
Kevin O Connell Tampa, FL Oct 2014 - Jan 2015 < 1
Dustin Vaughn Tampa, FL Mar 2013 - Oct 2014 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2012 - Mar 2013 < 1
Buffalo And Company Fort Meyers, FL May 2011 - May 2012 1
Busch Gardens Orlando, FL Apr 2011 - Jun 2011 < 1
Abercrombie & Fitch Fort Myers, FL Dec 2010 - Mar 2011 < 1
Hollister Columbus, OH Dec 2010 - Mar 2011 < 1
Student Ft Myers, FL Oct 2004 - May 2010 5
Dairy Queen Fort Myers, FL Jun 2008 - Mar 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Marcus E. Egan
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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