Orion Marx is a CFP, ChFC-designated registered investment advisor, based in Sarasota, FL, with 30 years of industry experience.
Location
240 S. Pineapple Ave., Suite 601, Sarasota, FL, 34236
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Orion is an insurance agent offering various insurance products, including health, disability, life insurance, and annuities, taking up a significant portion of his time. He also owns a boat rack rental, works as a registered representative and investment advisor representative, and is a committee member for the Fanconi Cancer Foundation.
Employment History
Current Registrations
Msec, LLCBroker
Mariner Wealth
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Executive Securities, INCBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.