Marc Hirtle (CRD# 2795999) is an Investment Advisor Representative working at Meridian Financial Services, Inc. in Duxbury, MA and has over 27 years of experience in the finance industry. Marc Hirtle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meridian Financial Services, Inc. | Plymouth, MA | Feb 2015 - Current | 9 |
| Fidelity Investments Institutional Services Company, Inc. | Marlborough, MA | Aug 1996 - Feb 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- MA
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Total Assets Under Management60MILLIONS
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Total Number of Accounts89ACCOUNTS
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Average Account Value$676,202
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA
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