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Eric Marion

12 Years of Experience
Bedminster, NJ
BrokerSells Insurance

Eric Marion is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Bedminster, NJ, with 12 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

135 US Highway 202 206, Suite 21, Bedminster, NJ, 07921

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric may earn commissions from insurance sales (life, health, annuity, and/or disability). He also owns Eric Marion Construction LLC (taking about half his time), BDA1 LLC, Eric T. Marion Management LLC (Wealth Management Advisor), and B&E Companies LLC (Round Valley Crossfit, dedicating about 10-20% of his time).

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
March 2015 - Present · 11 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
March 2014 - Present · 12 yrs 6 mos
State Registrations30 states
AZCACOCTDCDEFLGAILINMAMDMIMNMTNCNHNJNVNYOHPARISCTNTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.