Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin James Wright is a registered Investment Advisor Representative with Donaldson Capital Management LLC. Marvin has been in the industry since 1999 and has a Series 7, Series 24 and Series 66 license. Marvin also has a Certified Financial Planner designation. Marvin has previously worked at Securities America, Inc. and 1st Global Capital Corp. in Evansville, Indiana. Marvin provides advisory services for a fee. Marvin also works for Kemper CPA Group, LLP as a tax consultant and Wright Consultants, LLC as a business owner. Marvin's specialization is in portfolio management, including portfolio management for businesses, individuals, and pooled investment vehicles. Marvin also provides financial planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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.
A percentage of fees under management
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2
IN
01/30/2014 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IN
12/03/2007 - 12/31/2013
SECURITIES AMERICA, INC. (EVANSVILLE IN)
IN
01/19/2000 - 12/07/2007
1ST GLOBAL CAPITAL CORP. (EVANSVILLE IN)
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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