Marcus Little
Marcus Little is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sturgis, MI, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
125 East Chicago Road, Sturgis, MI, 49091
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Regulatory History (1)
Customer Dispute
May 2006Other Business ActivitiesSells Insurance
Marcus writes non-variable insurance as an agent, dedicating a few hours per week to this activity. He is also the President and a Director of Oakleaf Financial Services, spending about half his time in these roles, and a dual employee for RJFS and Sturgis Bank & Trust Company, but has no bank responsibilities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations28 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.