Marcus Wooten
Marcus Wooten is a CFP, ChFC-designated registered investment advisor at Keyes, Stange & Wooten Wealth Management, LLC, based in Daytona Beach, FL, with 27 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 407 clients with $400M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marcus is a partner in an accounting firm, involved with a management support company, a shareholder in a bank, and a partner in real estate rental. He also sells fixed life insurance and fixed annuity products and assists with accounting for a family hardware store.
Employment History
Current Registrations
Keyes, Stange & Wooten Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations2 states
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