Marcus White (CRD# 6436649) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 4 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Terra Wealth Management LLC | Wausau, WI | Sep 2022 - Current | 1 |
| Pine Grove Community Chapel | Rhinelander, WI | Sep 2021 - Current | 2 |
| Thompson Financial Group | Wausau, WI | Feb 2021 - Sep 2022 | 1 |
| Pfs Investments Inc. | Wausau, WI | Sep 2019 - Sep 2022 | 3 |
| Primerica Financial Services | Wausau, WI | Dec 2018 - Sep 2022 | 3 |
| Eliason Realty Of The North, LLC | Eagle River, WI | Apr 2016 - Dec 2021 | 5 |
| Twin Lakes Bible Church | Phelps, WI | Sep 2015 - Jan 2021 | 5 |
| Unemployed | Allen Park, MI | Jun 2015 - Sep 2015 | < 1 |
| Calvary Reformed Church | Southgate, MI | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- WI
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Total Assets Under Management250MILLIONS
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Total Number of Accounts2,158ACCOUNTS
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Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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