Marc AnstromCRD Number: 2264100
Current Firm: Advice And Planning Services
Marc Anstrom (CRD# 2264100) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 28 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Tiaa||Pittsboro, NC||Nov 2013 - Current||9|
|Tiaa-cref Individual & Institutional Services, LLC||Pittsboro, NC||Nov 2013 - Current||9|
|Karpus Investment Management||Pittsford, NY||Jun 2006 - Nov 2013||7|
|Tiaa-cref Individual & Institutional Services, LLC||Rochester, NY||Nov 2006 - May 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management39,282MILLIONS
Total Number of Accounts79,757ACCOUNTS
Average Account Value$492,518
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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