MG
Marcus V. Griffin
LIFEWORKS ADVISORS
LAGUNA NIGUEL, CA
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CRD#: 4187137
MG
Professional summary
Marcus Vann Griffin II, who also goes by Marcos Vann Griffin, Marcus Vann Griffin, Marcus Vann Griffin II, is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Laguna Niguel, California.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Marcus has worked at 6 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marcos Vann Griffin | Marcus Vann Griffin | Marcus Vann Griffin Ii
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Vann Griffin II'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
April 8, 2026 - Present
LIFEWORKS ADVISORS, LLC
RIA
CRD#: 288255
LAGUNA NIGUEL, CA
Past
August 29, 2022 - March 31, 2026
MARINER INDEPENDENT
RIA
CRD#: 305418
Dana Point, CA
Past
May 21, 2021 - December 31, 2022
NARROW GATE WEALTH MANAGEMENT LLC
RIA
CRD#: 314836
SAN JUAN CAPISTRANO, CA
Past
December 5, 2013 - February 3, 2021
CRAWFORD INVESTMENT COUNSEL INC
RIA
CRD#: 110271
ALISO VIEJO, CA
Past
October 27, 2011 - September 27, 2013
GLENMORE ADVISORS, LLC
RIA
CRD#: 152975
ATLANTA, GA
Past
June 29, 2005 - May 10, 2010
GFO ADVISORY SERVICES, LLC
RIA
CRD#: 109278
ATLANTA, GA
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".
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)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(4/8/2026)
Exams
Current Firm
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)PREMIUM
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Contact information
Main Address
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 200-6512
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 742,298,024 |
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.
