Richard Marcoux (CRD# 4796200) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Rocklin, CA and has over 19 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | Rocklin, CA | Mar 2018 - Current | 6 |
| Marcoux Insurance Services | Eagle, ID | Aug 2004 - Current | 19 |
| Mml Investors Services, LLC | Rocklin, CA | Mar 2017 - Dec 2017 | < 1 |
| Metlife Securities Inc. | Sacramento, CA | Feb 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CA
- ID
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts936ACCOUNTS
-
Average Account Value$113,269
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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