Marvin W. SoxRetirement Planner
Phone: 803-359-3800 Marvin has been with Carolina Wealth Management, LLC since 2004. Prior to joining the firm, he was an engineer with NCR and Solectron. His analytical and management experience and training have made him an asset to our firm in his role as a financial planner. Marvin is a member of our investment committee, which guides the decision making for the investments in our fee-based investment management program. His planning focus lies in retirement planning, employee benefit counseling, investment management, wealth accumulation planning, and risk analysis and planning. He offers comprehensive or situational retirement planning as well as full-service brokerage services. Marvin sees clients by appointment at the Lexington adminstrative office. 
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468 Old Cherokee Rd. Phone: 803-359-3800 |
Securities and advisory services offered through registered representatives and investment adviser representatives of Walnut Street Securities, Inc. (WSS), Member FINRA/SIPC. Representatives of WSS do not provide tax or legal advice. WSS branch office located at: 468 Old Cherokee Road, Lexington, SC 29072. (803) 359-3800. Carolina Wealth Management, LLC and WSS are not affiliated. Securities licensed in the following states: AZ,CO,CT,GA,IN,MA,MD,MI,MN,MO,NC,ND,NJ,NY,OH,PA,SC,VA,WI. Not all reps are registered in all states.
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