Best Investors Account Sign in
Inactive

Marcus Duncan Snodgress

Semmax Financial Advisors, Inc.

Waxahachie, TX

CRD 7226807

Claim This Profile
Employer firm

Semmax Financial Advisors, Inc. CRD 144978

$495M regulatory AUM 70 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • FINANCIAL REVIEWS/CONSULTING

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

Current Employers
Semmax Financial Advisors, Inc.

1447 Trade Mart Blvd, Winston-Salem, NC 27127 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-10-01
  • TX RA
    APPROVED_RES
    Since 2020-10-01

Branch Locations

Waxahachie, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elder Planning Services, Inc. Waxahachie TX 01/2005 Present
  • 01/2005 → Present
    Elder Planning Services, Inc.
    Waxahachie, TX
Other Businesses

1) Elder Planning Services, investment related, Waxahachie, TX, insurance, owner and insurance agent, started 01/2005, 80 hours/month, all during trading hours, provide insurance recommendations.

View on SEC IAPD

More in Waxahachie, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor