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James M
CFP®, Series 63
Austin, TX
OSAIC
James Marroquin is a CFP® with 42 years of industry experience, currently affiliated with Osaic in Austin, TX. He has been associated with Royal Alliance Associates, INC. since 1989 and has operated Marroquin Associates Insurance, an insurance agency specializing in fixed annuities, universal life, fixed life, and disability insurance, since 1976. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and investment advisory services using sophisticated asset-allocation tools and offers access to multiple third-party money managers and managed account solutions.
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