Tina Ann Marbach
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, IncMar 2026 to now
- Fm Investment ServicesAug 2024 to now
- Raymond James Financial Services, Inc.Aug 2024 to now
- F&m Bank, Aka the Farmers and Merchants State BankNov 2021 to now
- Sprunger TitleMar 2020 to Nov 2021
- Green Auction & Realty / Century 21 AdvanceMay 2018 to Mar 2020
- 5/3 BankFeb 2018 to May 2018
- Wells FargoJun 2017 to Jan 2018
- Rev GroupMar 2017 to May 2017
- Midwest America Federal Credit UnionDec 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7968481
- Firm CRD
- 149018