Eric Marquart, financial advisor Wilkes-Barre PA
96 score

Eric Marquart

CRD Number: 1041412
Current Firm: Invest Financial Corporation

Eric Marquart (CRD# 1041412) is an Investment Advisor Representative working at Invest Financial Corporation in Wilkes-Barre, PA and has over 34 years of experience in the finance industry. Eric Marquart 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.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corporation Tampa, FL Oct 2010 - Current 6
Northeast Capital Management, Inc. Wilkes Barre, PA Sep 1990 - Current 26
Leigh Baldwin & Co Cazenovia, NY Dec 2005 - Oct 2010 4
Huss Services Norwich, NY Jan 2008 - Dec 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Dec 1991
Contact Info for Eric C. Marquart
Phone Number: (813) 880-5300
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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