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
Todd R. LovellApril 15, 2015
Debra Dragich, Toni OndekApril 13, 2015
James H. Pohlman, Jr.April 01, 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.