Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scott Marcoux is a registered investment advisor representative with Atlas Financial Advisors, Inc. Richard has been in the industry for over 14 years and has a Series 6, Series 63, and Series 65 license. Richard is a financial advisor who helps individuals, families, and businesses achieve their financial goals. He provides comprehensive financial planning services, including retirement planning, college savings, insurance planning, and estate planning. He also offers investment management services, including portfolio management and asset allocation. Richard is committed to providing his clients with personalized service and tailored financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/01/2018 - Present
Atlas Financial Advisors, Inc. (Rocklin CA)
CA
03/25/2017 - 12/22/2017
MML INVESTORS SERVICES, LLC (ROCKLIN CA)
CA
02/27/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKLIN CA)
CA
09/04/2009 - 02/25/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ROSEVILLE CA)
CA
03/24/2008 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ROSEVILLE CA)
CA
10/29/2004 - 03/03/2008
METLIFE SECURITIES INC. (SACRAMENTO CA)
CA
10/29/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SACRAMENTO CA)
KS
09/27/2004 - 10/14/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 03/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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