Marc Livernois (CRD# 2204155) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 32 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epic Trust Investment Advisors, LLC | Richland, WA | Dec 2020 - Current | 3 |
| Cuna Mutual Group | Waverly, IA | Apr 2015 - Current | 9 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Apr 2015 - Current | 9 |
| Liv Inc. | Midland, MI | May 2010 - Current | 13 |
| Mml Investors Services | Midland, MI | Nov 2012 - Apr 2015 | 2 |
| Mass Mutual | Midland, MI | Oct 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- MI
- OH
- WA
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Total Assets Under Management277MILLIONS
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Total Number of Accounts1,674ACCOUNTS
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Average Account Value$165,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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