Marc DvorakCRD Number: 1435463
Current Firm: Usaa Financial Planning Services
Marc Dvorak (CRD# 1435463) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 31 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Usaa Financial Advisors, Inc.||Tampa, FL||Feb 2012 - Current||5|
|Usaa Financial Planning Services||Tampa, FL||Feb 2012 - Current||5|
|Suntrust Bank||Charlotte, NC||Jan 2011 - Dec 2011||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2011 - Dec 2011||< 1|
|Unemployed||Waxhaw, NC||Apr 2010 - Jan 2011||< 1|
|Thompson Financial Group/new England Securities||Charlotte, NC||Sep 2009 - Apr 2010||< 1|
|Banc Of America Investment Services, Inc.||Charlotte, NC||Jul 2006 - Sep 2009||3|
|Bank Of America, N.a.||Charlotte, NC||Jul 2006 - Sep 2009||3|
|Banc Of America Insurance Services, Inc.||Charlotte, NC||Jul 2006 - Sep 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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