Marvin Ellis
Marvin Ellis is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bountiful, UT, 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
533 W 2600 S, Suite 210, Bountiful, UT, 84010
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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
Marvin is a broker for Allegis Advisor Group, offering term life insurance, and uses Insurance Exchange of Utah for group health insurance. He also owns rental real estate through MARVLS LLC and is an owner of NuVista Wealth, his DBA name, and an independent contractor for Strategic Risk Alternatives.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Northwestern Mutual Investment Services, LLCBroker
State Registrations32 states
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