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).
Current Firm Details
By the Numbers
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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
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
Registered Investment Advisor
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
1
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) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 12 years of experience in the finance industry.
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