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MM

Marsha K. Mcclary

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CRD#: 7244235
MM

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.

Marsha Kathryn Mcclary, who also goes by Marsha Comber, Marsha Cotner, was a registered financial professional .

Marsha is a previously registered financial professional and started their career in finance in 2020. Marsha had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marsha Comber | Marsha Cotner

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.
Marsha McClary performs business consulting work outside of ROI. This work represents less than 10% of her time.

Blog Corner


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®
None

Experience


Past

May 11, 2020 - December 31, 2022

ROI OF LIFE

RIA
CRD#: 308468
DEER PARK, IL

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/19/2020
Uniform Investment Adviser Law Examination

Current Firm


RO
ROI OF LIFE
ROI OF LIFE | ROI OF LIFE, LLC | ROI OF LIFE LLC

CRD#: 308468 / SEC#:

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Contact information


Main Address
21660 W. Field Parkway, #118, Deer Park, IL 60010
Mailing Address
Phone number
(630) 258-5228
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


ROI OF LIFE

CRD#: 308468

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