James S. Marroquin, Cfp
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 114477
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
James S. Marroquin, Cfp operates as a sole proprietorship, focusing primarily on providing financial planning services. The firm is structured as an individual practice and does not engage in capital allocation or act as a pension consultant. James S. Marroquin serves as both a registered representative of a broker-dealer and an insurance broker, allowing him to offer a range of financial products and services to his clients. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1James Marroquin
RepresentativeCRD 1287040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 4102 Marathon Blvd
- Time zone
- CT (UTC-6)
- Office locations
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