linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Edward Marks

Blacktower Financial Management (us) LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Edward Marks

David Edward Marks is an Investment Advisor Representative at Blacktower Financial Management (us) LLC. David has been in the industry since January 2011, and has experience with Blacktower Financial Management (International) Limited and deVere Group. David is currently registered as an Investment Advisor Representative in Texas. David offers financial planning, portfolio management for individuals, and pension consulting.

Firm Information

David Marks is currently registered with Blacktower Financial Management (us) LLC. Blacktower Financial Management (US) LLC is an investment advisory firm based in Orlando, Florida. With over 30 years of experience, Blacktower specializes in providing comprehensive financial planning and portfolio management services to individuals and businesses. They offer a personalized approach to investment management, tailoring their services to meet the specific needs of each client. Blacktower has a dedicated team of advisors with a wide range of expertise and experience, ensuring that clients receive professional guidance and support. They have a strong track record of success, managing over $183 million in assets for their clients.
Blacktower Financial Management (us) LLC

4700 MILLENIA BOULEVARD

ORLANDO, FL 32839

$183.24M

Assets Under Management

1

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of retirement plan assets

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Marks’s Registration & Firm History

NA

07/31/2023 - Present

Blacktower Financial Management (us) LLC (Barcelona, Catalonia )

Not sure if David Edward Marks is right for you?

Licenses & Designations

IA

Issued 03/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Edward Marks.
Not sure if David Edward Marks is right for you?