Robert Paul Marcoux
Investment adviser representative at Relation Wealth Management, Inc.
17 yearsExperience
2 statesRegistered in
$541.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Relation Wealth Management, Inc.Jun 2024 to now
- Kestra Advisory Services, LLCApr 2016 to Jun 2024
- Kestra Investment Services, LLCJun 2009 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Relation Wealth Management, Inc.
$541.2MAssets managed
126Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4857455
- Firm CRD
- 329961