Marcia S Wolly

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1980 → Present
  Primary Research Inc.
  Chicago, IL

Previous Registrations

• 2003-05-09 → 2019-07-31
  Metis Wealth Advisory Group
  Portland, OR

Other Businesses

PRESIDENT OF PRIMARY RESEARCH, INC. (SOLE OWNER) A MARKET RESEARCH & CONSULTING COMPANY CONDUCTING CONSUMER AND BUSINESS TO BUSINESS BEHAVIORAL SURVEYS. 80 HOURS MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-10