Gene Marx, Catherine Hunter
Marx Wealth Management
Adviser/team AUM: $227,000,000
Gross annual production/TTM: $1,900,000
|Firm leaving||UBS Financial Services|
|Firm joining||Raymond James|
|Date announced||March 10, 2014|
|Transition date||December 13, 2013|
Latest Moves to Raymond James
|Craig A. Houck, Richard L. Schooley, Jr., Alyssa Donaldson||December 19, 2014|
|Robert D. Walsh, Travis C. Jaggers||December 15, 2014|
|Erwin Bry, Terry Bry, Lori Fugate||December 12, 2014|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
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