Marie Colbert
Marie Colbert is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 10 years of industry experience. Marie 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
Firm Size
IM Fee
Assets Under Management
Location
310 S Dale Mabry Hwy, Suite 210, Tampa, FL, 33609
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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
Marie is a brokerage manager at MRW Financial, Inc., dedicating significantly more than full-time hours to this role. She also owns MKC Brokerage, LLC, an insurance pass-through company, and manages insurance brokerages Key Planning Partners and Life Settlements, spending minimal time on the latter two.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Securities CorporationBroker
State Registrations5 states
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.