Marcus Egan (CRD# 6090569) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Agia | Houston, TX | Dec 2022 - Current | 1 |
Valic Financial Advisors, Inc. | Tampa, FL | Aug 2018 - Current | 5 |
Northwestern Mutual Wealth Management Co | Milwaukee, WI | Jan 2018 - Aug 2018 | < 1 |
Matthew Lytell | Tampa, FL | Dec 2017 - Aug 2018 | < 1 |
Northwestern Mutual Investment Services LLC | Tampa, FL | Oct 2014 - Aug 2018 | 3 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Dec 2017 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2015 - Dec 2017 | 2 |
Northwestern Mutual Investment Services, LLC | Tampa, FL | Feb 2015 - Mar 2016 | 1 |
Kevin O Connell | Tampa, FL | Oct 2014 - Jan 2015 | < 1 |
University Of South Florida | Tampa, FL | Aug 2010 - Dec 2014 | 4 |
Dustin Vaughn | Tampa, FL | Mar 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management23,162MILLIONS
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Total Number of Accounts359,447ACCOUNTS
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Average Account Value$64,438
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