Viki Moore is the account manager for the Wealth Management team at Marcotte. Viki gained valuable insight to the insurance and securities world by spending five years working for an independent broker-dealer. While there, she learned the daily operations of a back office securities firm. The knowledge she gained working in that capacity has made her integral to the support role, an important part of Marcotte Wealth Management.
Check out the background of firms and investment professional on FINRA’s BrokerCheck.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | CT | FL | IA | ME | MO | MS | NE | OK | PA | SD | TX | UT | WA | WY Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marcotte Wealth Management, LLC and Cambridge are not affiliated companies. © Marcotte Insurance Agency, Inc.