John MarceliaCRD Number: 4187580
Current Firm: M Group
John Marcelia (CRD# 4187580) is an Investment Advisor Representative working at M Group in Winter Garden, FL and has over 22 years of experience in the finance industry.
Merit Financial Advisors
Securian Financial Services, Inc.
Certified Advisory Corp
|Lpl Financial LLC||Medford, OR||Nov 2013 - Current||8|
|M Group Investment Advisor, LLC||Medford, OR||Nov 2011 - Current||10|
|Kms Financial Services, Inc.||Seattle, WA||Mar 2001 - Nov 2013||12|
|Breeze Financial Group, Inc.||Medford, OR||Sep 1993 - Nov 2013||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2000|
Total Assets Under Management243MILLIONS
Total Number of Accounts255ACCOUNTS
Average Account Value$952,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, OR, TX, WA
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