Marc KorschCRD Number: 5525226
Current Firm: Centaurus Financial, Inc.
Marc Korsch (CRD# 5525226) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Sarasota, FL and has over 8 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Centaurus Financial, Inc.||Anaheim, CA||Feb 2014 - Current||4|
|Kor Environmental, Inc.||Sarasota, FL||Nov 2011 - Current||6|
|Xuma Products, LLC||Port Charlotte, FL||Jan 2007 - Current||11|
|Nav Advisors Inc.||Port Charlotte, FL||Sep 2004 - Current||13|
|Trustmont Financial Group, Inc.||Greensburg, PA||Mar 2011 - Feb 2014||2|
|Nav Wealth Advisors||Port Charlotte, FL||Jul 2009 - Feb 2014||4|
|Capital Financial Services Inc.||Minot, ND||Jul 2010 - Mar 2011||< 1|
|Variable Investment||Sioux Falls, SD||Apr 2010 - Jul 2010||< 1|
|Gradient Securities, LLC||Shoreview, MN||Jul 2009 - Apr 2010||< 1|
|Liberty Tax, LLC||Port Charlotte, FL||Jul 2008 - Feb 2010||1|
|Kf Employee Leasing||Port Charlotte, FL||Jul 2009 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
- Criminal Record
Total Assets Under Management1,203MILLIONS
Total Number of Accounts5,368ACCOUNTS
Average Account Value$224,050
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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