Eliot
Marr
Bison Wealth, LLC
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About this Advisor
Eliot Marr is a financial advisor based in Tampa, Florida, working with Bison Wealth, LLC. Eliot has previously held positions at Lpl Financial LLC, Independent Financial Partners, Ifp Securities, LLC, The Pacific Financial Group, Inc, Bison Wealth, LLC Dba Capital Defender Advisors, Inc, and Metric Financial, LLC. Eliot has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Eliot is part of Bison Wealth, LLC, which operates out of Tampa, Florida. The firm has 25 offices and 47 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Bison Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,605,442,799
47
4,347
$369,322
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Eliot Marr Work History
Bison Wealth, LLC Dba Capital Defender Advisors, Inc
Metric Financial, LLC
The Pacific Financial Group, Inc
Ifp Securities, LLC
Lpl Financial LLC
Independent Financial Partners
Disclosures
Please visit the SEC profile of Eliot Marr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bison Wealth, LLC
Atlanta, GA
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Atlanta, GA
Atlanta, GA
Brevard, NC
Atlanta, GA
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