Marc Libero
CRD Number: 2626285Current Firm: United Planners' Financial Services Of America A Limited Partner
Marc Libero (CRD# 2626285) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fernandina Beach, FL and has over 28 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | May 2021 - Current | 2 |
| Marc J Libero | New Haven, CT | May 2021 - Current | 2 |
| Elm City Wealth Management | Fernandina Beach, FL | May 2021 - Current | 2 |
| Shades Of Blue Villa | Fernandina Beach, FL | Nov 2013 - Oct 2021 | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2013 - May 2021 | 8 |
| New England Capital Financial Advisors LLC | Meriden, CT | Jan 2003 - May 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- FL
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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