Louis Marx is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6303 Cowboys Way, Suite 425, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis is involved with several pinball-related activities, including a charity fundraiser, the DFW Pinball League LLC, and the Texas Pinball Festival. He also serves as a board member for the UNT Jewish Studies Program, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
State Registrations53 states
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