Marc Neville (CRD# 1479881) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 37 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Asset Management LLC | Livonia, MI | Oct 2021 - Current | 2 |
| Aurora Securities Inc. | Livonia, MI | Oct 2021 - Current | 2 |
| Secure Investors Group | Livonia, MI | Oct 2021 - Current | 2 |
| Scf Securities, Inc. | Fresno, CA | Mar 2018 - Oct 2021 | 3 |
| Scf Investment Advisors, Inc. | Fresno, CA | Mar 2018 - Oct 2021 | 3 |
| Lpl Financial, LLC | Livonia, MI | Nov 1998 - Mar 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- CT
- MI
- OH
- TX
-
Total Assets Under Management600MILLIONS
-
Total Number of Accounts3,698ACCOUNTS
-
Average Account Value$162,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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