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Marco Lima

Investment Adviser Representative at MRA ADVISORY GROUP

Sarasota, FLCRD #4679582Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marco Lima has worked in the securities industry since 2003. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/10/2003
SIE
Securities Industry Essentials Examination
Passed 12/22/2017
Series 7
General Securities Representative Examination
Passed 8/13/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249K2.00%
$250K - $499K1.50%
$500K - $999K1.35%
$1M - $1,999,9991.10%
$2M - $2,999,9991.00%
$3M - $3,999,9990.90%
$4M - $4,999,9990.80%
$5M - $5,999,9990.70%
$6M - $6,999,9990.60%
$7M - $7,999,9990.50%
$8M+0.40%
Source

MRA Advisory Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MRA ADVISORY GROUPCurrent
6/22/2017Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, INC.
9/11/20035/26/2017Parsippany, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MRA ADVISORY GROUP

7 other advisors in the directory

View MRA ADVISORY GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marco Lima has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Marco Lima - Financial Advisor in Sarasota, FL | AdvisorFinder