Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Adam Specht is an investment advisor representative with Perigon Wealth Management, LLC. Marc has been in the industry since October 20, 2010 and holds Series 66, SIE and Series 7 licenses. Marc has previously been employed by LPL Financial LLC, Ameriprise Financial Services, Inc., and Wilbanks Securities, Inc. Marc is also licensed as an insurance agent and is the owner of PM Risk Management, a limited liability company created for insurance sales. Marc's time is split between his work as an investment advisor representative for Perigon Wealth Management and as a registered representative for Purshe Kaplan Sterling Investments, Inc., with approximately 90% of his time dedicated to his role as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
11/16/2022 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
NY
09/30/2015 - 11/22/2022
LPL FINANCIAL LLC (NEW YORK NY)
NY
12/12/2011 - 10/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
10/20/2010 - 12/19/2011
WILBANKS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 11/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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