Robert Paul Marcoux
Investment Adviser Representative at Relation Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Paul Marcoux is an investment adviser representative with Relation Wealth Management, Inc. in Tulsa, OK, where they have been registered since 2024. They have worked in the securities industry since 2004 and have been registered with 4 firms, including Kestra Advisory Services, LLC and NFP Advisor Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oklahoma and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Advisory Services, LLCApr 2016 – Jun 2024Tulsa, OK
- Kestra Investment Services, LLCJun 2009 – Jun 2024Tulsa, OK
- Relation Wealth Management, Inc.Jun 2024 – no end date reportedTulsa, OK
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Relation Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Customized Financial Planning (retirement needs, long-term care, distribution strategies, life insurance, education funding strategies, estate planning, survivor needs, asset allocation and repositioning, disability coverage, portfolio performance and benchmarking) and Comprehensive Wealth Management (conservation of wealth, wealth transfer, trust integration, charitable giving, leveraged gifting, tax strategies, executive compensation including deferred compensation, stock options, concentrated equity positions, business planning, and income planning).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Tulsa, OK
- SEC file number:
- 801-129663
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Relation Wealth Management, Inc.
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Paul Marcoux has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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