Marc Rifkin, financial advisor Waltham MA
93 score

Marc Rifkin

CRD Number: 5501801
Current Firm: Commonwealth Financial Network

Marc Rifkin (CRD# 5501801) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Oct 2013 - Current 3
Investors Capital Corporation Lynnfield, MA Oct 2009 - Sep 2013 3
Unemployed Redding, CT Feb 2009 - Sep 2009 < 1
Fidelity Charitable Gift Plnd Boston, MA Sep 2008 - Jan 2009 < 1
Bentley College Waltham, MA Sep 2004 - May 2008 3
Merrill Lynch Boston, MA Nov 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Marc D. Rifkin
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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