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Marcos Acevedo Jr.

Advisor at OSAIC

Updated today

Location

Bunnell, FL

Credentials

Series 63, Series 65

Industry experience

29 years

About

Marcos Acevedo Jr. is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He is also president of ACE Financial Advisors Inc., an S corporation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of advisors and employs an investment process that incorporates risk-tolerance assessments, asset-allocation planning, and portfolio optimization.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

Bunnell, FL

Most active in

Florida

Work history

OSAIC

2024 - Present (2 years)

OSAIC

2024 - Present (2 years)

Securities America Advisors, Inc.

2020 - 2024 (4 years)

SECURITIES AMERICA, inc.

2020 - 2024 (4 years)

Investacorp Advisory Services, Inc.

2002 - 2020 (18 years)

Investacorp, Inc.

1997 - 2020 (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Private / alternative investments
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