Marcus Talbert is a CFA-designated registered investment advisor at Cc USA LLC, based in Houston, TX, with 4 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 Town & Country Blvd, Suite 500, Houston, TX, 77024
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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 →Employment History
Current Registrations
Cc USA LLC
Previous Registrations
Esposito Partners, LLC
USAA Investment Management Company
AXA Advisors, LLC
State Registrations1 state
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
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