Marcia Wolly
Marcia Wolly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 21 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
4900 Meadows Road Suite 100, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marcia is the sole owner and president of Primary Research, Inc., a market research and consulting company. She spends about half her time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Metis Wealth Advisory Group
State Registrations1 state
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