Marmo Financial Group, LLC

Marmo Financial Group, LLC (CRD# 143816) is a financial advisory firm headquartered in Johnson City, TN. They manage $96,111,065 in 917 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $104,810
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, TN, TX, VA

Financial Advisors at Marmo Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alexander D. Swatzell
CRD#: 5030123
801 Sunset Drive, Bldg A, Suite One, Johnson City, TN 37604
96
Wealthminder
score

Alexander Swatzell (CRD# 5030123) is an Investment Advisor Representative working at Marmo Financial Group, LLC in Johnson City, TN and has over 12 years of experience in the finance industry. Alexander Swatzell 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.

2
Scott A. Marmo
CRD#: 4546005
801 Sunset Drive, Bldg A, Suite 1, Johnson City, TN 37604
93
Wealthminder
score

Scott Marmo (CRD# 4546005) is an Investment Advisor Representative working at Marmo Financial Group, LLC in Johnson City, TN and has over 15 years of experience in the finance industry.

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