ADVISOR BIO

Marc I Lipson is a financial advisor who has been in the industry since 2005. Marc is registered with RBC Capital Markets, LLC and is licensed to provide investment advice in California and Texas. Marc has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc. Marc specializes in working with high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Marc Seward is a financial advisor registered with Alphacore Capital LLC in LA JOLLA, CA. Marc is also a registered investment advisor and holds Series 7, 63, and 65 licenses. Marc specializes in financial planning, portfolio management, and pension consulting. Marc's experience includes previous roles with WFG INVESTMENTS, INC., SECURITIES AMERICA, INC., THE ADVISORS GROUP, INC., and JOHN HANCOCK DISTRIBUTORS, INC.

SPECIALIZATIONS

ADVISOR BIO

Marc Fredrick Grosso is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since April 21, 1982. Marc is registered in 27 states and holds the Series 63, Series 10, Series 9, Series 8, Series 7, and SIE licenses. Marc has experience working with various client types, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Marc provides services such as financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Marc Lippincott is a financial advisor registered with United Planners' Financial Services of America a Limited Partner. Marc has been working in the industry since 1999 and has a strong background in providing financial advice to individuals and businesses. Marc's expertise includes financial planning, portfolio management, and retirement planning. Marc is committed to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Marc Flamer is a financial advisor with Fidelity Personal And Workplace Advisors. Marc has been working in the financial services industry since 2017. Marc holds Series 7, 63, and 65 securities licenses and has experience in providing financial planning and investment advice. The firm is headquartered in Boston, MA and has $1 billion - $10 billion in assets under management.

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ADVISOR BIO

Marc Adam Specht is an investment advisor representative with Perigon Wealth Management, LLC. Marc has been in the industry since October 20, 2010 and holds Series 66, SIE and Series 7 licenses. Marc has previously been employed by LPL Financial LLC, Ameriprise Financial Services, Inc., and Wilbanks Securities, Inc. Marc is also licensed as an insurance agent and is the owner of PM Risk Management, a limited liability company created for insurance sales. Marc's time is split between his work as an investment advisor representative for Perigon Wealth Management and as a registered representative for Purshe Kaplan Sterling Investments, Inc., with approximately 90% of his time dedicated to his role as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Marc Elliot Berman is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Marc has been in the securities industry since 1996. Marc is currently registered with the state of California, Florida, and Texas as an investment advisor representative. Marc has passed the Series 7, Series 63, and Series 66 exams, and is also registered with FINRA.

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ADVISOR BIO

Marc Allen Byrd is an investment advisor representative, registered with Planmember Securities Corp. and currently holds licenses in Oregon and Washington. Marc has been in the industry for over 5 years and works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and businesses. Marc specializes in providing investment supervisory services and offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Marc Peredna is a financial advisor with Voya Financial Advisors, Inc. Marc is registered with the state of Massachusetts. Marc has been in the industry since October 9, 2016. Voya Financial Advisors, Inc. is headquartered in Windsor, Connecticut and has been in business since 1959. The firm offers financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Marc Myers is a registered investment advisor representative associated with Charles Schwab & CO., Inc. located in Torrance, California. Marc is a seasoned professional with more than 14 years of experience in the industry. Marc's expertise encompasses financial planning, investment advisory services and portfolio management. Marc holds Series 7, 63, and 66 licenses, along with the SIE designation.

SPECIALIZATIONS