MH
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Marc Hallick
22 Years of Experience
The Villages, FL
1 DisclosureBroker
Marc Hallick is a registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2023Settled
Other Business Activities
Marc is the owner and director of a rental real estate property called Lake House Rental since 2017. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2005 - April 2019 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
August 2005 - April 2019 · 13 yrs 8 mos
Morgan Stanley
July 2003 - August 2005 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
June 2003 - August 2005 · 2 yrs 2 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.