Marks Wealth Management
Marks Wealth Management (CRD# 310534) is a financial advisory firm headquartered in Annapolis, MD. They manage $320,000,000 in 710 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management320MILLION
Total Number of Accounts710ACCOUNTS
Average Account Value$450,704
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, FL, MD, PA, TX, VA
Catherine Cavalier (CRD# 6620068) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 4 years of experience in the finance industry. Catherine Cavalier 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.
Charles Marks (CRD# 5784332) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 9 years of experience in the finance industry.