MP
Marilyn J. Prevoir
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CRD#: 6559039
MP
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marilyn Joyce Prevoir, who also goes by Marilyn Joyce Raymond, Marilyn Joyce Watson, was a registered financial professional .
Marilyn is a previously registered financial professional and started their career in finance in 2015. Marilyn had worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Marilyn Joyce Raymond | Marilyn Joyce Watson
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) 07/2015 - PRESENT, Marilyn J Prevoir, Inc. (DBA Monamie Wealth & Retirement), 5237 Summerlin Commons Blvd, Fort Myers, Fl 33907, President. Fixed Insurance Products & Investment Advisory DBA name, Hours Dedicated: 40/week (40/week during trading hours) 2) CPA Team Based Model investment related, consultant helping CPAs with clients, 10 hrs/ mo, 10 hrs/ mo during trading hours, work with CPAs to deliver more value to their clients by networking with other financial professionals. 3) Ms. Prevoir provides business valuation and consulting services to business clients. 10 hrs per mo. 10 hrs per mo. during trading hours. Non-investment related 4) Monamie Business & Tax Consultants., Non-investment related, 5237 Summerlin Commons Blvd, Fort Myers, FL 33907, Through a network of various specialized professionals, advise business owners on improving business cash flow and tax reduction strategies, Managing Member, start date 08/2018, approximately 40 hours per month, 10 hours per week during securities trading hours, Through a network of various specialized professionals, advise business owners on improving business cash flow through methods including, but not limited to, cost segregation, cost remediation, and outsourced bookkeeping. Advise prospects, clients, and other advisors on fixed life and annuity products that are suitable and appropriate to achieve various financial and estate planning goals. Participation in the sale of non-securities related financial specialist services. 5) Suyi CPA & Associates, LLC, Investment Related, 28410 Bonita Crossings Blvd, Suite 270 Bonita Springs, FL 34135, Accounting Firm & Business Advisor, Director of Advanced Business and Tax Planning, Start Date 09/2021, approximately 10-14 hours/month with all hours during securities trading hours, Support the CPA Firm in providing Business Advisory Services and Tax Planning resources to their Clients.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
July 22, 2022 - July 8, 2024
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Cape Coral, FL
Past
January 11, 2021 - August 1, 2022
ONYX BRIDGE WEALTH GROUP LLC
RIA
CRD#: 306097
Fort Myers, FL
Past
October 5, 2018 - January 6, 2021
ELITE INVESTMENT TEAM LLC
RIA
CRD#: 296922
Fort Myers, FL
Past
November 22, 2017 - January 21, 2019
CAPITAL MARKETS IQ, LLC
RIA
CRD#: 134921
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Past
November 6, 2015 - November 15, 2017
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Cape Coral, FL
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".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
Mailing Address
Phone number
(817) 888-8020
Established
Firm type
Fiscal year end
# of Employees
77
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,334 |
| AUM (Assets Under Management) | $ 1,077,958,560 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
