MH
Marion R. Hebert
THE SALVETTI GROUP
Sacramento, CA 95864
Some features on this profile are disabled
CRD#: 3159591
MH
Professional summary
Marion Rita Hebert, who also goes by Marion Rita Mckenna, is a registered financial advisor currently at THE SALVETTI GROUP located in Sacramento, California.
Marion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Marion has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marion Rita Mckenna
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.
(1)Name of Business: The Salvetti Group Address: 3455 American River Dr, Sacramento, CA, 95864, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/30/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager (2)Name of Business: Wealth Strategies Inc. Address: 1101 Investment Blvd Ste 100, El Dorado Hills, CA, 95762, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am the Operations Manager for the branch. I am responsible for advisory Billing, Compliance, Customer Service and creating reports for meetings. I assist my advisor, Sheri Johnson.
CRS (Client Relationship Summary) - RIA
Click below to view Marion Rita Hebert'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®
NoneExperience
Current
June 22, 2023 - Present
THE SALVETTI GROUP
Office #1: 3455 American River Dr. Suite A, Sacramento, CA 95864RIA
CRD#: 324974
Sacramento, CA
Past
June 6, 2022 - July 12, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Sacramento, CA
Past
August 7, 2018 - July 12, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Sacramento, CA
Past
September 24, 2014 - July 30, 2018
MOTIF
BD
CRD#: 155731
RANCHO CORDOVA, CA
Past
August 2, 2001 - September 4, 2014
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TS
THE SALVETTI GROUP
CENTRAL VALLEY ADVISORS, LLC | THE SALVETTI GROUP | O'BRIEN WEALTH MANAGEMENT
CRD#: 324974 / SEC#: 801-128204
RIA
Registered Investment Advisory firm - (6/21/2023 Approved)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(6/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TS
THE SALVETTI GROUP
CENTRAL VALLEY ADVISORS, LLC | THE SALVETTI GROUP | O'BRIEN WEALTH MANAGEMENT
CRD#: 324974 / SEC#: 801-128204
RIA
Registered Investment Advisory firm - (6/21/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3455 American River Dr. Suite A, Sacramento, CA 95864
Mailing Address
Phone number
(916) 414-8282
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,843 |
| AUM (Assets Under Management) | $ 607,185,950 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE SALVETTI GROUP
CRD#: 324974Sacramento, CA 95864TRUST BUT VERIFY
Monitor Marion Hebert
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
