Marcia Spellman
Marcia Spellman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 51 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12222 Merit Drive, Suite 1800, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marcia has personal/private investments in Biga International, LP, Cloud Fund 2012 LP, and Cloud Fund 2013, LP, dedicating minimal time to each. She is also an independent contractor for Carter Financial Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Carter Advisory Services, INC
Raymond James Financial Services
Southwest Securities, INC.
Southwest Securities, INC.Broker
Brokers Transaction Services, INC.Broker
Spellman Capital Corporation
Spellman Capital CorporationBroker
Rotan Mosle INC.Broker
State Registrations13 states
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