Marc BoracchiaCRD Number: 6233887
Current Firm: Boracchia Wiviott Wealth Partners LLC
Marc Boracchia (CRD# 6233887) is an Investment Advisor Representative working at Boracchia Wiviott Wealth Partners LLC in Playa Vista, CA and has over 7 years of experience in the finance industry.
Awm Capital, LLC
Global Retirement Partners LLC
Wedbush Securities Inc.
|Boracchia Wiviott Wealth Partners LLC||San Francisco, CA||Mar 2017 - Current||4|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2013 - Dec 2016||3|
|Boracchia & Associates||Petaluma, CA||Nov 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management10MILLIONS
Total Number of Accounts13ACCOUNTS
Average Account Value$769,231
- A percentage of assets under your management
- Hourly charges
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- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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