Marc Rancourt, financial advisor Incline Village NV

Marc Rancourt

CRD Number: 5844753
Current Firm: Klaraos, LLC

Marc Rancourt (CRD# 5844753) is an Investment Advisor Representative working at Klaraos, LLC in Incline Village, NV and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Klaraos, LLC Incline Village, NV Jan 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Marc J. Rancourt
Phone Number: 775-831-5546
Firm Website: http://www.klaraos.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $489,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

NV

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