Marion Rita Hebert

Employer firm

The Salvetti Group CRD 324974

$634M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 09/2014 → 07/2018
  Motif Investing
  Rancho Cordova, CA
• 10/2021 → 06/2023
  Raymond James Financial Services, Inc. Dba The Salvetti Group
  Sacramento, CA
• 07/2018 → 09/2021
  Wealth Strategies Inc.
  El Dorado Hills, CA
• 06/2023 → Present
  Central Valley Advisors, Llc Dba The Salvetti Group
  Sacramento, CA

Previous Registrations

• 2022-06-06 → 2023-07-12
  Raymond James Financial Services Advisors, Inc
  Sacramento, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-14
• S63 Uniform Securities Agent State Law Examination
  2001-08-18

Other Names

• Marion Rita Mckenna
• Marion Rita Mckenna