Marc John Anthony Franco

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Liverpool, NY
• 02/2006 → Present
  Ameriprise Financial Service, Llc
  Liverpool, NY

Other Businesses

Business Ownership; Franco Holdings LLC; ; To hold property; 3615 Doyle Road Baldwinsville, NY 13027, ,; Not Investment-Related; 12/01/2015; 0 hours per month; 0 during trading hours / M. Franco, Inc.; Owner; Manage Ameriprise Business; 3615 Doyle Rd, , Baldwinsville, NY, 13027; Not Investment-Related; 01/26/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Trustee. Outside Employment; M. Franco, Inc.; Owner; Manage advisory business; 3615 Doyle Rd, , Baldwinsville, NY, 13027; Not Investment-Related; 01/30/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; Skaneateles Cares Car Club; I am involved with this car club as a member and volunteer. As a volunteer I am involved in assisting with arranging events, such as car cruises and car shows. I have no direct financial responsibility such as signing checkbook but may be involved in financial impacts relevant to arranging events. Those financial impacts could be something like suggesting how much the club should charge to attend an event.; 112 Fennell St, , Skaneateles , NY, 13152; Not Investment-Related; 05/15/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-03