Eugene Marx
Eugene Marx is a registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2115 Rexford Rd, Ste 430, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eugene is a partner in Pittenger Investments (now South Street Partners) since 2010, dedicating minimal time. He also owns rental real estate through Silver Granite LLC since 2017, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations29 states
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