Marvin
Christian
Svb Wealth
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About this Advisor
Marvin Christian is a financial advisor based in Atlanta, Georgia, working with Svb Wealth. Marvin has previously held positions at Svb Investment Services Inc, Wells Fargo Private Bank, Silicon Valley Bank, First Citizens Investor Services, and Svb Wealth LLC. Marvin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arkansas, Colorado, Connecticut, Georgia, Maryland, Nevada, North Carolina, Texas, and Virginia. Currently, Marvin is part of Svb Wealth, which operates out of Atlanta, Georgia. The firm has 19 offices and 231 employees. The firm manages assets totaling $6.6 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, publication of newsletters, educational seminars, and other services. The fee structure at Svb Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$6,630,165,968
231
4,835
$1,371,286
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Marvin Christian Work History
First Citizens Investor Services
Svb Wealth LLC
Svb Investment Services Inc
Silicon Valley Bank
Wells Fargo Private Bank
Disclosures
Please visit the SEC profile of Marvin Christian 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 Svb Wealth
Houston, TX
Los Altos, CA
San Francisco, CA
San Francisco, CA
Boston, MA
New York, NY
Boston, MA
Boston, MA
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