TrueAdvisor
TrueAdvisor
MR
MR

Marcus Bryant Richardson

Trust Advisory Group LTD
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Trust Advisory Group LTD
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$442K average
Assets Under Management
$494.4M

Fee Structure

Minimum Annual Fee:$200

Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Trust Advisory Group LTD
January 2025 - Present · 1 yr 1 mo
Stonex Advisors INC.
June 2016 - Present · 9 yrs 8 mos
Stonex Securities INC.Broker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Sterne, Agee & Leach, INC.Broker
June 2007 - April 2017 · 9 yrs 10 mos
Sterne Agee Asset Management, INC.
July 2006 - June 2016 · 9 yrs 11 mos
Compass Brokerage, INC.Broker
March 2000 - June 2006 · 6 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.