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Marvin Lee Barron

TGS Financial Advisors

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About Marvin Lee Barron

Marvin Barron is a financial advisor registered with TGS Financial Advisors and has been in the industry since 2003. Marvin holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Marvin's experience includes providing financial planning, portfolio management, and educational seminars to individuals and high-net-worth individuals. Prior to joining TGS Financial Advisors, Marvin was registered with Raymond James Financial Services, Inc.

Firm Information

Marvin Barron is currently registered with TGS Financial Advisors. TGS Financial Advisors is a financial advisory firm based in RADNOR, PA. They offer a range of services, including financial planning, educational seminars, portfolio management for individuals, and selection of other advisers. They manage approximately $339,915,094 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth. They also offer a wrap fee program.
TGS Financial Advisors

100 W. MATSONFORD ROAD

RADNOR, PA 19087

$339.92M

Assets Under Management

12

Total Clients

6

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Marvin Barron’s Registration & Firm History

PA

09/14/2022 - Present

TGS Financial Advisors (RADNOR PA)

PA

04/30/2003 - 07/02/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (RADNOR PA)

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Licenses & Designations

BOTH

Issued 07/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marvin Lee Barron.
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