1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114
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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 →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.