Marilee
Falco
Agili, P.C
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About this Advisor
Marilee Falco is a certified financial planner and chartered financial consultant working in Richmond, Virginia with 11 years of industry experience. Falco is on the advisory team at Agili, P.C. They have spent their entire career at Agili, P.c. Falco maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Agili, P.C is a registered investment business that has its headquarters in Richmond, VA. It has a total of 19 people on staff. It has $973 million in total assets across its 2,057 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 2,057 customer accounts, 76% belong to high-net-worth clients who have more than $1 million in investable assets. Agili, P.C has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. Fee types billed by Agili, P.C can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Agili, P.C Brokerage Details
$972,538,903
19
2,057
$472,795
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marilee Falco Work History
Marilee has been registered as a financial advisor for 11 years.*
Joycepayne Partners, P.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marilee Falco 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 Agili, P.C
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Bethlehem, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
