Marcos H. Lira
Professional summary
Marcos Hugo Lira, CFP®, who also goes by Marcos Hugo Lira, is a registered financial advisor currently at 360DIVIDENDS located in Granite Bay, California.
Marcos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Marcos has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marcos Hugo Lira's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
January 29, 2019 - Present
360DIVIDENDS
January 27, 2017 - December 31, 2018
360DIVIDENDS
January 29, 2016 - December 31, 2016
360DIVIDENDS
July 18, 2014 - December 31, 2015
360DIVIDENDS
November 29, 2011 - October 10, 2013
HARRISDIRECT LLC
November 29, 2011 - October 10, 2013
E*TRADE SECURITIES LLC
June 22, 2010 - December 21, 2011
CITIGROUP GLOBAL MARKETS INC.
June 22, 2010 - December 21, 2011
CITIGROUP GLOBAL MARKETS INC.
November 19, 2009 - March 30, 2010
MML INVESTORS SERVICES, LLC
October 2, 2009 - March 30, 2010
MML INVESTORS SERVICES, LLC
February 4, 2009 - August 27, 2009
EQUITY SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2019)
Exams
Current Firm
360DIVIDENDS
CRD#: 172101 / SEC#:
Contact information
Red Flags
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