Marcus Bloom (CRD# 3278510) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Donaldson Capital Management, LLC | Evansville, IN | Sep 2021 - Current | 2 |
| Array Partners LLC | Huntersville, NC | May 2019 - Sep 2021 | 2 |
| Lifestyle Freedom Advisory Group, LLC | Huntersville, NC | May 2019 - Sep 2021 | 2 |
| Marcus Bloom Sole Proprietor | Johns Creek, GA | May 2002 - Sep 2021 | 19 |
| Royal Alliance Associates, Inc. | Athens, GA | Nov 2018 - Jan 2019 | < 1 |
| The Core Group | Scottsdale, AZ | Sep 2003 - Jan 2019 | 15 |
| Signator Investors, Inc. | Athens, GA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Athens, GA | May 2002 - May 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- GA
-
Total Assets Under Management2,677MILLIONS
-
Total Number of Accounts1,716ACCOUNTS
-
Average Account Value$1,560,281
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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