Unclaimed Profile

Ross Evan Marlin

VISIONARY WEALTH MANAGEMENT, LLC·ALPHARETTA, Georgia

SIE, Series 14, Series 24, Series 99TOClean recordVISIONARY WEALTH MANAGEMENT, LLC

3980 OLD MILTON PARKWAY, ALPHARETTA, GA 30005CRD# 6931826Firm CRD# 311702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ross Evan Marlin · ALPHARETTA, GA

Registration

CRD #6931826 · VISIONARY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 14

Series 24

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISIONARY WEALTH MANAGEMENT, LLC

CRD 311702 · SEC 801-120223

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by VISIONARY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at VISIONARY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ross Evan Marlin offer?

Ross Evan Marlin specializes in Investment Management, Fee-Only Advisory. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Ross Evan Marlin's credentials?

Ross Evan Marlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ross Evan Marlin located?

Ross Evan Marlin is based in ALPHARETTA, Georgia, working with VISIONARY WEALTH MANAGEMENT, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Ross Evan Marlin charge for services?

Ross Evan Marlin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISIONARY WEALTH MANAGEMENT, LLC?

VISIONARY WEALTH MANAGEMENT, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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