Marcus Wooten (CRD# 2676555) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 27 years of experience in the finance industry. Marcus Wooten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 6991432
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Keyes, Stange & Wooten Cpa Firm, LLC | Daytona Beach, FL | Dec 2003 - Current | 20 |
Mad Hatters Management, LLC | Daytona Beach, FL | Dec 2003 - Current | 20 |
Keyes, Stange & Wooten Wealth Management | Daytona Beach, FL | Dec 2003 - Current | 20 |
Purshe Kaplan Sterling Investments | Albany, NY | Nov 2013 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1997 |
- FL
- TX
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts937ACCOUNTS
-
Average Account Value$337,754
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, TX
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