Marc ScavoCRD Number: 4598443
Current Firm: Advice And Planning Services
Marc Scavo (CRD# 4598443) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Jul 2013 - Current||4|
|Tiaa||Charlotte, NC||Jul 2013 - Current||4|
|Ubs||Oakbrook Terrace, IL||Oct 2002 - Jun 2013||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV