Marc Neville has been an investment adviser representative at Secure Asset Management since October 2021, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
Marc Neville’s longest registration was 7 years at LPL Financial LLC (2010–2018). Before joining Secure Asset Management in 2021, Marc Neville was registered through SCF Investment Advisors, Inc. and LPL Financial LLC.
- – present · 5 yearsLivonia, MI · Adviser representative · Firm CRD 144046
- SCF Investment Advisors, Inc.– · 3 yearsLivonia, MI · Adviser representative · Firm CRD 123608
- LPL Financial LLC– · 7 yearsLivonia, MI · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Marc Neville is registered as an investment adviser representative in 5 states. The first approvals date from October 2021; the most recent is North Carolina, in July 2026.
- ConnecticutSince 15 June 2022
- MichiganSince 12 October 2021
- North CarolinaSince 28 July 2026
- OhioSince 16 June 2022
- TexasSince 15 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 August 2010 |
| Series 24 | General Securities Principal Examination | 17 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 1986 |
| Series 7 | General Securities Representative Examination | 19 April 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marc Arthur Neville
- CRD
- 1479881
- Firm
- Secure Asset Management · CRD 144046
- Office
- 37687 Pembroke, Suite 100, Livonia, MI 48152
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Marc Neville work?
Marc Neville is an investment adviser representative registered through Secure Asset Management, L.L.C. since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Marc Neville a financial advisor?
Yes. Marc Neville has a current investment-adviser registration in Connecticut, Michigan, North Carolina, Ohio and Texas, through Secure Asset Management since October 2021.
How many years of experience does Marc Neville have?
Marc Neville has 40 years in the financial industry, since April 1986, across 3 adviser firms.
What exams has Marc Neville passed?
Marc Neville has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in April 1986. FINRA credited Marc Neville with the SIE, which began in October 2018.
Where did Marc Neville work before Secure Asset Management?
Before Secure Asset Management, Marc Neville was registered through LPL Financial LLC, October 2010 to April 2018.
Where is Marc Neville based?
Marc Neville’s registered office is in Livonia, MI.
Is Marc Neville registered with FINRA?
Yes. Marc Neville has a current broker registration, under CRD 1479881.
Source: FINRA BrokerCheck
How can I verify Marc Neville’s record?
Search CRD 1479881 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marc Neville’s full registration record.