Marc Weinstein (CRD# 3221817) is an Investment Advisor Representative working at Avantax Advisory Services in Wynnewood, PA and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cigna | Wynnewood, PA | Apr 2016 - Current | 8 |
| Senior Market Sales Inc. | Wynnewood, PA | Mar 2016 - Current | 8 |
| Medico | Wynnewood, PA | Mar 2016 - Current | 8 |
| Avantax Advisory Services | Wynnewood, PA | Dec 2005 - Current | 18 |
| Avantax Insurance Agency, LLC | Wynnewood, PA | Aug 2004 - Current | 19 |
| Avantax Investment Services, Inc. | Wynnewood, PA | Aug 1999 - Current | 24 |
| Self-employed Public Accountant | Wynnewood, PA | Jan 1976 - Current | 48 |
| United Concordia Dental Plans Of Pa, Inc. And Unit | Wynnewood, PA | May 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- PA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- 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
- 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
- Other
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, VT, WA, WI, WV, WY
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