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Marcy Maberry

7 Years of Experience
Lubbock, TX
BrokerSells Insurance

Marcy Maberry is a registered investment advisor at Cetera Investment Advisers LLC, based in Lubbock, TX, with 7 years of industry experience. Marcy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

12513 Quaker Avenue, Lubbock, TX, 79424

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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

Marcy works as a financial advisor for CS Wilson & Associates, dedicating full-time hours to financial advising. She also works as an insurance agent selling life, disability, annuities, and long-term care products for various companies, spending a few hours per week on this activity, and is a financial professional for Education Credit Union, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
April 2019 - March 2024 · 4 yrs 11 mos
State Registrations18 states
AKAZCACOFLGAHIIDLAMIMONMNVOKORTXVAWA
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.