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Marco Lima

MRA Advisory Group

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About Marco Lima

Marco Lima is a financial advisor with MRA Advisory Group in Parsippany, New Jersey. Marco has been in the financial services industry since 2003 and is registered in New Jersey and Texas. Marco has a Series 66, Series 7, and a SIE license. Marco also holds the Certified Financial Planner designation. Marco has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Marco provides financial planning, portfolio management, and educational seminars to clients.

Firm Information

Marco Lima is currently registered with MRA Advisory Group. MRA Advisory Group is an investment advisor based in Parsippany, NJ with $246,036,289 in regulatory assets under management. The firm primarily works with high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management for individuals, and educational seminars.
MRA Advisory Group

3799 US HIGHWAY 46

PARSIPPANY, NJ 07054

$246.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marco Lima’s Registration & Firm History

NJ

02/23/2023 - Present

MRA Advisory Group (PARSIPPANY NJ)

NJ

05/28/2017 - 12/22/2017

NIAGARA INTERNATIONAL CAPITAL LIMITED (PARSIPPANY NJ)

NJ

08/15/2003 - 05/26/2017

AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)

MN

08/15/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marco Lima.
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