Marcia Secor is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 14 years of industry experience. Marcia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
60 Livingston Ave, Saint Paul, MN, 55107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marcia is the sole owner/operator of Altruistic Advertising and Communications, LLC, assisting business owners with writing ads, dedicating about 10-20% of her time. She also works as a Youth Attendant at Boys II Men Transitional Living Home, supervising teenage youth and assisting them with problem solving, which takes about a quarter of her time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Princor Financial Services CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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