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John Marion

THE OPTIMIZED RIA ,INC·ROSWELL, Georgia
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555 SUN VALLEY DR., ROSWELL, GA 30076CRD# 2405014Firm CRD# 281832
01

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.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
THE OPTIMIZED RIA, INC.
BLUE DUCK WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at THE OPTIMIZED RIA, INC. →
Services
Financial planning
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Other: SHARE IN THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 2405014
Firm CRD# 281832
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in ROSWELL
Ronald Wayne Blue — RONALD BLUE & CO., LLCRussell Dale Crosson — RONALD BLUE & CO., LLCPatricia C Warren — RONALD BLUE & CO., LLCMichael Lee Searcy — RONALD BLUE & CO LLCFrank O Akridge — THE OPTIMIZED RIA, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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