Marca, Inc.

Marca, Inc. (CRD# 134639) is a financial advisory firm headquartered in Birmingham, AL. They manage $68,500,000 in 156 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $439,103
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, TX

Financial Advisors at Marca, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Martin T. McGuire
CRD#: 4906807
22 Inverness Center Parkway, Suite 140, Birmingham, AL 35242
96
Wealthminder
score

Martin McGuire (CRD# 4906807) is an Investment Advisor Representative working at Marca, Inc. in Birmingham, AL and has over 13 years of experience in the finance industry. Martin McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeanne C. Smith
CRD#: 2854633
22 Inverness Center Parkway, Suite 140, Birmingham, AL 35242
86
Wealthminder
score

Jeanne Smith (CRD# 2854633) is an Investment Advisor Representative working at Marca, Inc. in Birmingham, AL and has over 21 years of experience in the finance industry. Jeanne Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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