Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Timothy Larhette is an investment advisor representative with Osaic Wealth, Inc., based in Lafayette, CA. Marc has over 30 years of experience in the financial services industry. Marc's primary focus is providing financial planning and investment advisory services to individuals, businesses, and charitable organizations. Marc holds Series 7, 6, and 66 licenses, as well as the Certified Financial Planner designation. Marc's previous experience includes positions with Woodbury Financial Services, Inc., AXA Advisors, LLC, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company.
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.
A percentage of the total value of assets under management is charged.
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CA
06/05/2024 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
09/24/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAFAYETTE CA)
CA
07/18/2005 - 10/02/2007
AXA ADVISORS, LLC (OAKLAND CA)
NY
01/10/1994 - 07/05/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IN
03/11/1997 - 12/02/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/11/1997 - 12/02/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
10/15/1993 - 03/20/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
ME
04/19/1991 - 01/24/1995
UNUM SALES CORPORATION (PORTLAND ME)
NY
03/09/1990 - 01/10/1994
MONY SECURITIES CORP. (NEW YORK NY)
CT
10/08/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NY
03/09/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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