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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Allen York is a registered investment advisor representative with Titleist Asset Management, LLC. Marc has been in the industry since 2001 and has worked with firms such as Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Marc is a Series 7 and 66 licensed advisor and has also passed the SIE and Series 31 exams. Marc focuses on working with high-net-worth individuals and corporations. Marc Allen York specializes in providing financial planning, portfolio management, and pension consulting services. The advisor's firm, Titleist Asset Management, LLC is headquartered in San Antonio, Texas.
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.
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2
TX
02/16/2024 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
TX
12/04/2015 - 03/07/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
04/26/2002 - 12/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
NY
05/23/2001 - 04/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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