Marc Spinner
Marc Spinner is a registered investment advisor at Cetera Investment Advisers LLC, based in Kennewick, WA, with 29 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1920 N. Pittsburgh St., Suite D2, Kennewick, WA, 99336
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Regulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Marc sells fixed insurance (life, annuities, and long-term care) with various companies and owns Waypoint Financial Services, dedicating full-time hours to financial services. He also owns Spinner Investment Management (for expense management) and Annapurna Rocks and Minerals, and is a board member for Friends of Badger Mountain and Willowbrook Homeowners Association, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations9 states
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.