Marcus Robinson
Marcus Robinson is a registered investment advisor at Revision Wealth Management LLC, based in Jacksonville, FL, with 16 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 132 clients with $10M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4655 Sailsbury Rd, Suite 115, Jacksonville, FL, 32256
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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
Marcus is a managing member and insurance agent at Robinson Financial Group, LLC since 2017, and at Creative Financial Group LLC since 2022, spending nearly full-time and about half his time respectively on sales and servicing of insurance and securities products. He is also an IAR at Foundations Investment Advisors, LLC and Revision Wealth Management LLC, spending about 20% of his time and about half his time respectively.
Employment History
Current Registrations
Revision Wealth Management LLC
Previous Registrations
Revision Wealth Management LLC
Foundations Investment Advisors LLC
Gwn Securities INC.
Gwn Securities INC.Broker
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations1 state
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