Marcus Healey is a registered investment advisor, based in Orlando, FL, with 23 years of industry experience.
Location
4767 New Broad St., Ste. 1034, Orlando, FL, 32814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Marcus owns real estate, works as an advisory representative of an RIA, and is an IAR for Bull & Bear Wealth Management Partners LLC and Wealth Management Strategies. He also works as an agent providing referrals for GP Agency DBA Capstone Health & Wellness and is a Director for TAG Advisors.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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