Robert Allen Markley

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2009-12-07

MI RA
APPROVED

Since 2009-12-07

Branch Locations

Ann Arbor, MI • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Robert A. Markley	Ann Arbor	MI	09/1967	Present
Fidelity Union Life	Ann Arbor	MI	09/1967	Present
Sigma Financial Corporation	Ann Arbor	MI	04/1995	Present

09/1967 → Present

Robert A. Markley

Ann Arbor, MI
09/1967 → Present

Fidelity Union Life

Ann Arbor, MI
04/1995 → Present

Sigma Financial Corporation

Ann Arbor, MI

Other Businesses

SIGMA FINANCIAL: SALE OF HEALTH, LONG TERM CARE, EQUITY INDEX, VARIABLE AND FIXED ANNUITIES, LIFE INSURANCE, TERM, VARIABLE AND UNIVERSAL LIFE THROUGH VARIOUS INSURANCE COMPANIES.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1988-10-31

S63 Uniform Securities Agent State Law Examination

1988-10-31

Other Names

Robert Allen Markley

View on SEC IAPD