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Marco Antonio Figueroa

Investment adviser representative at Amicus Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$550.9MFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Amicus Financial Advisors, LLCFeb 2020 to now
  2. Amicus Settlement Planners, LLCFeb 2020 to now
  3. Jackson HewittJan 2020 to Apr 2020
  4. Northwestern MutualApr 2019 to Oct 2019
  5. CanopyJun 2018 to Apr 2019
  6. Ken Garff ChevroletJun 2016 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

Amicus Financial Advisors, LLC

$550.9MAssets managed
748Clients
19Advisers
8 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
7099094
Firm CRD
131315
Advisor's SEC record (opens in a new tab)
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