Marc LinskyCRD 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.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|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|
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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