Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Bardwell is an investment advisor representative at Knights Of Columbus Asset Advisors LLC. Marcus Bardwell is a licensed investment advisor representative in Louisiana. Marcus Bardwell has been in the industry since March 2015. Marcus Bardwell holds a Series 65 license and is registered in Louisiana. Marcus Bardwell works at the Knights Of Columbus Asset Advisors LLC office in Gonzales, LA.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
02/08/2024 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Marcus Bardwell is the right advisor for you? Invested Better is here to help.
