Marcia Ponton
Marcia Ponton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 8 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
1118 East Missouri, Suite B 3, Phoenix, AZ, 85014
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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
Marcia is a successor trustee, a health/life insurance agent with Dean & Associate, and an officer at Paradise Financial Partners. She also owns Ponton Professional Services, an S Corp for insurance premiums under Dean & Associates.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations33 states
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