
Crc Richard Marcus
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Crc Richard Marcus’s Location United States
Crc Richard Marcus’s Expertise This information is intended for use by residents of AR, AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, MD, MO, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, and WI only. CA Insurance License Number #0539670 Summary It is my privilege to help a select group of clients build, manage, preserve and transition their wealth. Serving my clients with care, skill and caution for three decades, I know the importance of compassionate listening, clear and concise communication and above all, honesty and integrity. My clients’ goals are my sole focus. Accordingly, my advice is objective and unbiased, and I am always looking for ways to control costs and expenses. As a Certified Retirement Counselor I am continually refining and improving my technical competencies to maintain a competitive edge in the areas of investment management and retirement planning. Fresh ideas and innovation are essential in today’s society, and they play a crucial role in my approach to wealth management. Serving a diverse group of clients engenders respect for each client’s individuality, and a commitment to consistent, exceptional service that each client deserves. Many of my clients share my interest in performing arts and culinary adventures often adding a personal rapport to our professional relationship. My clients know my approach is all about them. They know I will never lose sight of helping them build, manage, preserve and transition their wealth. . Specialties: Investment Management Retirement Planning Wealth Transfer Strategies Targeted Services for Corporate Executives 401(k) Planning Specialized Services for the Entertainment Industry Certifications:: Certified Retirement Counselor /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Crc Richard Marcus’s Current Industry Wells Fargo Advisors
Crc
Richard Marcus’s Prior Industry
Wells Fargo Advisors
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Work Experience

Wells Fargo Advisors
Associate Vice President - Investment Officer
Sun Dec 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Present