Marcola Bennett (CRD# 3012286) is an Investment Advisor Representative working at Advice And Planning Services in Orlando, FL and has over 25 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 2807419
Schwab Wealth Advisory, Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Orlando, FL | Aug 2006 - Current | 17 |
| Tiaa-cref Individual & Institutional Services, LLC | Orlando, FL | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- FL
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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