Marie King Colbert

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  (Dba) Mrw Financial Inc
  Tampa, FL
• 06/2015 → 01/2019
  Lincoln Financial Securities Corporation
  Tampa, FL
• 01/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Tampa, FL
• 11/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Tampa, FL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-11-20 → 2025-02-21
  Concourse Financial Group Securities, Inc.
  Tampa, FL
  Tampa, FL
  Winston Salem, NC
  Birmingham, AL

Other Businesses

(dba) MRW FINANCIAL, INC.; Investment Related; 310 S Dale Mabry Hwy, Suite 210, Tampa, FL 33609; Brokerage Manager; Start Date 01/2008; 220 hours per month with the majority of hours per month occurring during trading hours; Assist brokers with fixed life insurance business. >> MKC BROKERAGE, LLC; Non-Investment Related; 615 Ontario Avenue, Tampa, FL 33606; Insurance; Owner/President; Start Date 06/2016; 120 hours per month with some hours per month occurring during trading hours; Pass-Thru Cop that my MRW dba pays my commissions to instead of personally to myself. >> KEY PLANNING PARTNERS; Investment Related; 310 S Dale Mabry Hwy, Suite 210, Tampa, FL 33609; Insurance; Manager; Start Date 12/2021; 5 hours per month with no hours per month during trading hours; Insurance brokerage. >> LIFE SETTLEMENTS; Investment Related; 310 S Dale Mabry Hwy, Suite 210, Tampa, FL 33609; Other; Life Brokerage Manager; Start date 01/2025; 1 hour or less per month with no hours occurring during trading hours; As a Life Brokerage Manager, I faciliate the downline for agents of MRW Financial - I do not personally sell the policies.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-24

Designations

• Certified Financial Planner

Other Names

• Marie Ann King