Marc Koven is a registered investment advisor, based in Palm Desert, CA, with 20 years of industry experience.
Location
74150 Country Club Drive, Palm Desert, CA, 92260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marc is an independent insurance professional selling insurance since June 2017, dedicating minimal time. He also assists RIAs with back-office support through Freedom Partners since April 2017, spending about a quarter of his time.
Employment History
Current Registrations
M. S. Howells & CO.
M. S. Howells & CO.Broker
Cypress Wealth Services, LLC
Previous Registrations
Integrated Wealth Management, INC.
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.