Marc Linsky, financial advisor Juno Beach FL
96 score

Marc Linsky

CRD Number: 1450006
Current Firm: Concorde Asset Management, LLC

Marc Linsky (CRD# 1450006) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Juno Beach, FL and has over 30 years of experience in the finance industry. Marc Linsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Concorde Asset Management, LLC Troy, MI Jul 2015 - Current 1
Concorde Investment Services, LLC Troy, MI Jul 2015 - Current 1
E Street Financial Marlton, NJ Oct 2003 - Current 13
Summit Brokerage Services Inc. Marlton, NJ Oct 2014 - Jul 2015 < 1
Summit Financial Group Inc. Marlton, NJ Oct 2014 - Jul 2015 < 1
Lincoln Financial Securities Corporation Marlton, NJ Jul 2008 - Oct 2014 6
Jefferson Pilot Securities Corporation Cherry Hill, NJ Jan 2008 - Jun 2008 < 1
Securities America Advisors, Inc. Cherry Hill, NJ Dec 2003 - Jan 2008 4
Securities America, Inc. Cherry Hill, NJ Oct 2003 - Jan 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Apr 1992
Contact Info for Marc G. Linsky
Phone Number: 248-824-6710
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    2,048
    ACCOUNTS
  • Average Account Value
    $114,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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