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
Dax A. Seale, Amber SealeAugust 31, 2015
Duane Raanes, Brady RaanesAugust 24, 2015
Gavin Gleason, Andrea Gleason, Sakya Schuler, Diane JohnsAugust 10, 2015

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