MN
MN

Marc Neville

39 Years of Experience
Troy, MI
BrokerSells Insurance

Marc Neville is a registered investment advisor, based in Troy, MI, with 39 years of industry experience.

Location

2565 West Maple Rd, Troy, MI, 48084

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Marc is an officer at Neville Financial Group, providing financial consulting, estate planning, and tax preparation. He is also an investment advisor representative at Secure Asset Management, a self-employed insurance agent selling various insurance products, and a trustee to his deceased father's estate, requiring minimal time.

Employment History
Current Registrations
Aurora SecuritiesBroker
October 2021 - Present · 4 yrs 7 mos
Secure Asset Management, L.L.C.
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Scf Securities, INC.Broker
March 2018 - October 2021 · 3 yrs 7 mos
Scf Investment Advisors, INC.
March 2018 - October 2021 · 3 yrs 7 mos
LPL Financial LLC
October 2010 - April 2018 · 7 yrs 6 mos
LPL Financial LLCBroker
November 1998 - April 2018 · 19 yrs 5 mos
American Express Financial Advisors INC.Broker
April 1986 - November 1998 · 12 yrs 7 mos
State Registrations14 states
AZCACOCTFLILINMIMONCOHTXWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.