ML
CFP
ML
CFP

Marco Lima

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
401 clients
Average Client Portfolio
$732K average
Assets Under Management
$293.6M

Fee Structure

Minimum Investment:$50K
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Location

3799 Us Highway 46, Suite 100, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marco is the president of Red Sea Partners, LLC and owns rental properties. He is also an insurance agent with FNA Insurance of New Jersey since 2008, spending minimal time working with various agencies to offer clients non-variable insurance products. Additionally, Marco co-owns MRA Capital Partners and owns MRA Capital Management, LLC and MRA Tax Services, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Mra Advisory Group
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Niagara International Capital LimitedBroker
May 2017 - December 2017 · 7 mos
Ameriprise Financial Services, INC.
September 2003 - May 2017 · 13 yrs 8 mos
Ameriprise Financial Services, INC.Broker
August 2003 - May 2017 · 13 yrs 9 mos
Ids Life Insurance CompanyBroker
August 2003 - July 2006 · 2 yrs 11 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.