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Marcus Barnes

Avantax Investment Services, Inc.

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About Marcus Barnes

Marcus Barnes is a registered representative with Avantax Investment Services, Inc. Marcus has been in the industry since September 23, 2011 and holds a Series 6, Series 63 and SIE licenses. Marcus is registered with the state of Indiana and Texas. Marcus works out of the Indianapolis, Indiana and Houston, Texas offices of Avantax.

Firm Information

Marcus Barnes is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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.

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Marcus Barnes’s Registration & Firm History

TX

09/24/2011 - Present

Avantax Investment Services, Inc. (Houston TX)

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Licenses & Designations

BC

Issued 11/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcus Barnes.
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