Marcus
Veillon
Simplicity Wealth
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About this Advisor
Marcus Veillon is a financial advisor based in Ville Platte, Louisiana, working with Simplicity Wealth. Marcus has previously held positions at Ae Wealth Management LLC, Mossy Oak Properties Of La, Simplicity Wealth, and Capital Planning. Marcus has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Marcus is part of Simplicity Wealth, which operates out of Ville Platte, Louisiana. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Marcus Veillon Work History
Simplicity Wealth
Ae Wealth Management LLC
Mossy Oak Properties Of La
Capital Planning
Disclosures
Please visit the SEC profile of Marcus Veillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simplicity Wealth
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Glastonbury, CT
Ville Platte, LA
Summit, NJ
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