Unclaimed Profile

John Marion

THE OPTIMIZED RIA ,INC·ROSWELL, Georgia

Clean recordTHE OPTIMIZED RIA ,INC

555 SUN VALLEY DR., ROSWELL, GA 30076CRD# 2405014Firm CRD# 281832

Profile Verification

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

Identity

John Marion · ROSWELL, GA

Registration

CRD #2405014 · THE OPTIMIZED RIA ,INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Marion is a registered financial advisor based in ROSWELL, Georgia, affiliated with THE OPTIMIZED RIA ,INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE OPTIMIZED RIA, INC.

BLUE DUCK WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE OPTIMIZED RIA, INC. →

Services

Financial planning

Security ratings or pricing services

Background

Compensation

Subscription fees

Other: SHARE IN THIRD PARTY ADVISORY FEES

Regulatory

SEC/IARD CRD# 2405014

Firm CRD# 281832

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Marion offer?

John Marion specializes in Financial Planning. Contact their office in ROSWELL, Georgia for a consultation.

What are John Marion's credentials?

John Marion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Marion located?

John Marion is based in ROSWELL, Georgia, working with THE OPTIMIZED RIA ,INC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.

How does John Marion charge for services?

John Marion's firm is compensated through subscription fees, other: share in third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE OPTIMIZED RIA ,INC?

THE OPTIMIZED RIA ,INC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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