David Marks, financial advisor Barcelona, Catalonia

David Marks

CRD Number: 7790694
Current Firm: Blacktower Financial Management (us) LLC

David Marks (CRD# 7790694) is an Investment Advisor Representative working at Blacktower Financial Management (us) LLC in Barcelona, Catalonia, and has 1 year of experience in the finance industry.

Company Name Location Dates Years
Blacktower Financial Management Us LLC Barcelona, Apr 2023 - Current 1
Blacktower Financial Management (international) Limited Barcelona, Mar 2015 - Current 9
Devere Group Barcelona, Jan 2011 - Mar 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2023
Contact Info for David E. Marks
Phone Number: 1-407-362-7753
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    183
    MILLIONS
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $578,038
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OR, PA, TX, VA, WA

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