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).
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Total Assets Under Management383MILLION
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Total Number of Accounts947ACCOUNTS
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Average Account Value$404,112
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, FL, LA, MD, NC, NH, PA, TX, VA
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.
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.
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.