Marks Wealth Management

Marks Wealth Management (CRD# 310534) is a financial advisory firm headquartered in Annapolis, MD. They manage $382,694,532 in 947 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    383
    MILLION
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $404,112
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, LA, MD, NC, NH, PA, TX, VA

Financial Advisors at Marks Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Catherine C. Jackson
CRD#: 6620068
1 Park Place, Suite 500, Annapolis, MD 21401

Catherine Jackson (CRD# 6620068) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 7 years of experience in the finance industry.

2
Charles Marks
CRD#: 5784332
1 Park Place, Suite 500, Annapolis, MD 21401

Charles Marks (CRD# 5784332) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 12 years of experience in the finance industry.

3
Franklin L. Wagner
CRD#: 7512398
1 Park Place, Suite 500, Annapolis, MD 21401

Franklin Wagner (CRD# 7512398) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has 1 year of experience in the finance industry.

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