Marjorie NetkinCRD Number: 1192921
Current Firm: Woodstock Financial Group, Inc.
Marjorie Netkin (CRD# 1192921) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 25 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Raike Financial Group||Woodstock, GA||Oct 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management200MILLIONS
Total Number of Accounts1,399ACCOUNTS
Average Account Value$142,658
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV