Marian Financial Services Inc.
Marian Financial Services Inc. (CRD# 141456) is a financial advisory firm headquartered in , . They manage $11,824,145 in 34 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Marian Financial Services Inc.
By the Numbers
-
Total Assets Under Management12MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$347,769
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, TX
Financial Advisors at Marian Financial Services Inc.
1
Richard Johnson (CRD# 1813496) is an Investment Advisor Representative working at Marian Financial Services Inc. in Saint Johns, FL and has over 28 years of experience in the finance industry. Richard Johnson 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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