Marcel Plomteaux is a CFP-designated registered investment advisor, based in Roseville, CA, with 2 years of industry experience.
Location
1410 Rocky Ridge Drive, Suite 150, Roseville, CA, 95661
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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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
August 2024 - Present · 1 yr 9 mos
Captrust
July 2023 - Present · 2 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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
No exam information available for this advisor.