Unclaimed Profile

Marci Lynne Deck

REGENCY INVESTMENT ADVISORS INC·FRESNO, California

Clean recordREGENCY INVESTMENT ADVISORS INC

1312 W HERNDON, SUITE 101, FRESNO, CA 93711CRD# 4358069Firm CRD# 106990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marci Lynne Deck · FRESNO, CA

Registration

CRD #4358069 · REGENCY INVESTMENT ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marci Lynne Deck is a registered financial advisor based in FRESNO, California, affiliated with REGENCY INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

REGENCY INVESTMENT ADVISORS INC

AUM

$877M

Regulatory assets under management

Employees

Total firm employees

View all advisors at REGENCY INVESTMENT ADVISORS INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4358069

Firm CRD# 106990

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marci Lynne Deck offer?

Marci Lynne Deck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRESNO, California for a consultation.

What are Marci Lynne Deck's credentials?

Marci Lynne Deck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marci Lynne Deck located?

Marci Lynne Deck is based in FRESNO, California, working with REGENCY INVESTMENT ADVISORS INC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Marci Lynne Deck charge for services?

Marci Lynne Deck'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 REGENCY INVESTMENT ADVISORS INC?

REGENCY INVESTMENT ADVISORS INC has approximately 14 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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