MV
MV

Marie Vidal

56 Years of Experience
Atlanta, GA
Broker

Marie Vidal is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 56 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3621 Vinings Slope SE, Ste 4440, Atlanta, GA, 30339

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 1996 - Present · 29 yrs 9 mos
Raymond James & Associates, INC.
April 1984 - Present · 42 yrs 1 mo
Raymond James & Associates, INC.Broker
April 1984 - Present · 42 yrs 1 mo
Previous Registrations
Robinson-Humphrey/american Express INC.Broker
May 1977 - April 1984 · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
June 1969 - June 1977 · 8 yrs
State Registrations2 states
FLGA
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.
Marie Vidal - Financial Advisor | TrueAdvisor