Gene Marx, Catherine Hunter

Marx Wealth Management

Adviser/team AUM: $227,000,000

Gross annual production/TTM: $1,900,000

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Move Details

Firm leaving UBS Financial Services
Firm joining Raymond James
Adviser(s) location

Charlotte, NC

Date announced March 10, 2014
Transition date December 13, 2013

Latest Moves to Raymond James

Adviser(s) Date announced
Daniel A. Roland, Jason B. Miyashita, Amber Leon Guerrero, Maree C. Pelkey, Tiffany C. WalshNovember 16, 2015
Nancy K. Leizman, Lisa KlimaNovember 05, 2015
Erin Cockman, Angie Hall, Melissa SpoonNovember 03, 2015

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.