Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Leonard La vigne is a financial advisor with Cambridge Investment Research Advisors, Inc., where he has been since January 2010. Marc has over 20 years of experience in the financial services industry. He is registered with the state of North Carolina and South Carolina as a registered representative and investment advisor representative. Marc has also passed the Series 66, Series 7 and SIE exams. He is a member of the state of California, Louisiana, New York, North Carolina, Oregon, South Carolina, Virginia and Washington and specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
01/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (WAXHAW NC)
NC
11/02/2009 - 02/02/2010
GUNNALLEN FINANCIAL, INC (CHARLOTTE NC)
NC
04/20/2004 - 11/02/2009
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
MD
03/28/2002 - 02/13/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
03/15/2001 - 05/16/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
06/29/2000 - 01/26/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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