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Marcus S
Series 65, Series 63
Indian Trail, NC
The ABC Squared
Marcus Sturdivant is a financial advisor at The ABC Squared with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Florida Financial Advisors and Tristate Financial Advisors. Outside of advising, he volunteers with The Kaizen Foundation of North Carolina, a nonprofit focused on financial literacy. The ABC Squared is a small independent firm providing tiered financial planning services to individual clients, covering areas such as investment planning, insurance, tax and retirement planning, college funding, and debt management. The firm completes financial planning engagements at plan delivery and employs a mix of analytical methods while generally recommending a long-term trading approach.
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