Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Bryant Richardson is a financial advisor with over 20 years of experience in the industry. Marcus is currently registered with Trust Advisory Group Ltd. and Stonex Advisors Inc.. Marcus is a Registered Representative with both firms and holds licenses in all 50 states and the District of Columbia. In addition to his Series 7, Series 66 and Series 24 licenses, Marcus also holds the Series 99TO and SIE licenses, which demonstrate his commitment to providing clients with a wide range of financial services. Marcus has a proven track record of helping individuals and families achieve their financial goals. Marcus specializes in providing financial planning, portfolio management, and pension consulting.
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
AL
01/16/2025 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
AL
06/20/2007 - 04/27/2017
STERNE, AGEE & LEACH, INC. (Birmingham AL)
AL
03/23/2000 - 06/19/2006
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 06/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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