Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Erin Wickham is a financial advisor with over 23 years of experience in the industry. Marci is registered with LPL Financial LLC and holds Series 7, 24, 63 and 66 licenses. Marci has previously been registered with RAYMOND JAMES FINANCIAL SERVICES, INC. and AFS BROKERAGE, INC. Marci's specializations include investment advisory services, financial planning, portfolio management for individuals and businesses, and educational seminars. Marci is dedicated to providing personalized financial advice and helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
10/07/2009 - Present
LPL Financial LLC (BRUSH CO)
CO
10/20/2000 - 02/04/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRUSH CO)
TX
01/20/2000 - 10/12/2000
AFS BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 05/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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