Marcus
White
Terra Wealth
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About this Advisor
Marcus White is a financial advisor based in Wausau, Wisconsin, working with Terra Wealth. Marcus has previously held positions at Pfs Investments Inc, Primerica Financial Services, Twin Lakes Bible Church, Calvary Reformed Church, Thompson Financial Group, Terra Wealth Management LLC, Pine Grove Community Chapel, and Eliason Realty Of The North, LLC. Marcus has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Marcus is part of Terra Wealth, which operates out of Wausau, Wisconsin. The firm has 28 offices and 65 employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Terra Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$250,086,346
65
2,158
$115,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Marcus White Work History
Terra Wealth Management LLC
Pine Grove Community Chapel
Thompson Financial Group
Pfs Investments Inc
Primerica Financial Services
Eliason Realty Of The North, LLC
Twin Lakes Bible Church
Calvary Reformed Church
Disclosures
Please visit the SEC profile of Marcus White 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 Terra Wealth
Chandler, AZ
High Point, NC
Murfreesboro, TN
Wausau, WI
Gilbert, AZ
San Tan Valley, AZ
High Point, NC
Mesa, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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