MF
MF
Marie Fromont
12 Years of Experience
Tigard, OR
1 DisclosureBroker
Marie Fromont is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
6855 SW Baylor St, Tigard, OR, 97223
Get directionsHistory
Regulatory History (1)
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Criminal
February 2006Final Disposition
Other Business Activities
Marie works as an assistant to Douglas Souvenir at Kruse Woods Financial Partners. This support role takes about half of Marie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2021 - Present · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
May 2016 - Present · 10 yrs
Raymond James Financial Services, INC.
May 2016 - Present · 10 yrs
Previous Registrations
Foresters Financial Services, INC.Broker
January 2014 - May 2016 · 2 yrs 4 mos
State Registrations1 state
OR
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.