Cary T. Marsella

EARNINGS INVESTMENT CO.

Fresno, CA

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CRD#: 1438500

Professional summary

Cary Thomas Marsella is a registered financial advisor currently at EARNINGS INVESTMENT CO. located in Fresno, California.

Cary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Cary has worked at 6 firms and has passed the Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Other Business: Commercial Retail Associates, Inc. 7502 N. Colonial Ave #103 Fresno, CA 93711 Title: Broker Associate-acting in the capacity of an independent contractor real estate agent. Working part time approximately 20 hours per week in the sales/leasing of commercial properties. I have been a licensed real estate broker since 1989 and have worked with Commercial Retail Associates since 2011. I estimate I devote 2 hours a day to my real estate business during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cary Thomas Marsella's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 29, 2021 - Present

EARNINGS INVESTMENT CO.

RIA

CRD#: 136387

Fresno, CA

Past

May 24, 1990 - January 4, 1995

MONTEREY BAY SECURITIES, INC.

CRD#: 16274

Past

May 19, 1988 - May 31, 1988

AGFC INVESTMENT SECURITIES

CRD#: 19869

Past

February 5, 1988 - June 1, 1988

PAMCO SECURITIES AND INSURANCE SERVICES

CRD#: 11028

Past

August 6, 1986 - February 10, 1988

SECURITIES NETWORK, INC.

CRD#: 8671

Past

June 23, 1986 - July 17, 1986

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/28/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EARNINGS INVESTMENT CO.

EARNINGS INVESTMENT CO. | MARSELLA, THOMAS CHARLES

CRD#: 136387 / SEC#:

California

Registered Investment Advisory firm - (8/4/1998 Approved)

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Contact information

Main Address

Fresno, CA

Mailing Address

Phone number

(559) 435-2525

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Cary T. Marsella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cary Thomas Marsella's CRS (Customer Relationship Summary).

Certified licenses

Experience

EARNINGS INVESTMENT CO.

MONTEREY BAY SECURITIES, INC.

AGFC INVESTMENT SECURITIES

PAMCO SECURITIES AND INSURANCE SERVICES

SECURITIES NETWORK, INC.

TITAN/VALUE EQUITIES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2021

Series 7

Date: 11/15/1986

Series 6

Date: 6/21/1986

Current Firm

EARNINGS INVESTMENT CO.

Contact information

Documents

Red Flags

Company Information

EARNINGS INVESTMENT CO.

TRUST BUT VERIFY

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