Marilyn Smothers Weaver

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

• 07/1991 → 06/2021
  Provident Mutual Life Ins
  Philadelphia, PA
• 09/2001 → 06/2021
  Presidential Brokerage, Inc/Forta Financial Group
  Greenwood Village, CO
• 06/2021 → Present
  Raymond James Financial Services, Inc.
  Greenwood Village, CO
• 06/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Greenwood Village, CO
• 06/2021 → 06/2024
  Crux Wealth Advisors
  Greenwood Village, CO

Previous Registrations

• 2002-08-06 → 2021-06-30
  Forta Financial Group, Inc.
  Greenwood Village, CO
  Greenwood Village, CO

Other Businesses

(1)Name of Business: Elevation Wealth Partners, LLC Address: 5619 Dtc Pkwy Ste 800, Greenwood Village, CO, 80111-3139, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/16/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Producing Advisor of the Company (2)Name of Business: WH Wealthmanagement Address: 5251 DTC Pkwy Ste 1150, Greenwood Village, CO, 80111-3161, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/02/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Owner for running benefits through Insperity

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-05
• S63 Uniform Securities Agent State Law Examination
  1985-05-03

Designations

• Certified Financial Planner

Other Names

• Marilyn S Weaver
• Marilyn Lee Smothersweaver
• Marilyn Lee Smothers