Marco Lima
Investment adviser representative at Mra Advisory Group
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$361.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Mra Advisory GroupJun 2017 to now
- Niagara International Capital LimitedMay 2017 to Dec 2017
- Ameriprise Financial Services, Inc.Sep 2005 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Mra Advisory Group
$361.3MAssets managed
504Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4679582
- Firm CRD
- 287933