Marion Hebert (CRD# 3159591) is an Investment Advisor Representative working at The Salvetti Group in Sacramento, CA and has over 22 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Central Valley Advisors, Llc Dba The Salvetti Group | Sacramento, CA | Jun 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. Dba The Salvetti Group | Sacramento, CA | Oct 2021 - Jun 2023 | 1 |
| Wealth Strategies Inc. | El Dorado Hills, CA | Jul 2018 - Sep 2021 | 3 |
| Motif Investing | Rancho Cordova, CA | Sep 2014 - Jul 2018 | 3 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jan 1999 - Aug 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CA
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts1,842ACCOUNTS
-
Average Account Value$264,504
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, LA, NC, OR, TX, WA
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