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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

MARC HARRIS BETTINGER

Advisor at PRIMERICA ADVISORS

BOYNTON BEACH, FL

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Search this name across graphsid dfx:ria:7f75c5bb-eaf5-173e-210a-df195595d35d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIMERICA ADVISORS
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 24, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 24, 1997
First registration: Oct 18, 2011
Dual registered: yes, broker-dealer
Other names: MARC H BETTINGER|Marc Bettinger
IAPD individual key: 2829441

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIMERICA ADVISORS	National bd RIA	Mar 19, 2020	n/a	yes	BOYNTON BEACH, FL	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 24, 2015	Apr 16, 2018	no	BOCA RATON, FL\|Miami, FL	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Nov 23, 2011	Sep 3, 2013	no	PARKLAND, FL\|KOKOMO, IN	Previous registration
SOUTHEAST INVESTMENTS, N.C., INC.	State registered	Oct 18, 2011	Nov 11, 2011	no	BOCA RATON, FL\|CHARLOTTE, NC\|PARKLAND, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MML INVESTORS SERVICES, LLC	PRIMERICA ADVISORS	Apr 16, 2018	Mar 19, 2020	703	Firm change after gap	Ibd to ibd
CREATIVE FINANCIAL DESIGNS, INC.	MML INVESTORS SERVICES, LLC	Sep 3, 2013	Jun 24, 2015	659	Firm change after gap	Other
SOUTHEAST INVESTMENTS, N.C., INC.	CREATIVE FINANCIAL DESIGNS, INC.	Nov 11, 2011	Nov 23, 2011	12	Firm change	Other

Relationships

Registered with (4)

→ PRIMERICA ADVISORSRegistered adviserregistration: current employment
Mar 19, 2020 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 24, 2015 to Apr 16, 2018factForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Nov 23, 2011 to Sep 3, 2013factForm ADV
→ SOUTHEAST INVESTMENTS, N.C., INC.Registered adviserregistration: previous registration
Oct 18, 2011 to Nov 11, 2011factForm ADV

Dated events

No dated event names this entity yet.