Marc Korsch, financial advisor Sarasota FL
73 score

Marc Korsch

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Feb 2014 - Current 2
Kor Environmental, Inc. Sarasota, FL Nov 2011 - Current 5
Xuma Products, LLC Port Charlotte, FL Jan 2007 - Current 9
Nav Advisors Inc. Port Charlotte, FL Sep 2004 - Current 12
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
Disclosure Information

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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Marc F. Korsch
Phone Number: 714-456-1790
Registered State(s):
  • CA
  • FL
  • MI
  • MN
  • NJ
  • VA
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
73

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