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Jeanne Carlson Smith

MARCA, INC.·BIRMINGHAM, Alabama
Clean recordMARCA, INC.
22 INVERNESS CENTER PARKWAY, SUITE 140, BIRMINGHAM, AL 35242CRD# 2854633Firm CRD# 134639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeanne Carlson Smith · BIRMINGHAM, AL
Registration
CRD #2854633 · MARCA, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeanne Carlson Smith is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with MARCA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MARCA, INC.
MARCA LIFE PLANNING
AUM
$71M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MARCA, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2854633
Firm CRD# 134639
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeanne Carlson Smith offer?
Jeanne Carlson Smith specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Jeanne Carlson Smith's credentials?
Jeanne Carlson Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeanne Carlson Smith located?
Jeanne Carlson Smith is based in BIRMINGHAM, Alabama, working with MARCA, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Jeanne Carlson Smith charge for services?
Jeanne Carlson Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARCA, INC.?
MARCA, INC. has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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