Brian Marlar, financial advisor Dallas TX
96 score

Brian Marlar

CRD Number: 4543465
Current Firm: Hilltop Securities Independent Network Inc.

Brian Marlar (CRD# 4543465) is an Investment Advisor Representative working at Hilltop Securities Independent Network Inc. in Dallas, TX and has over 14 years of experience in the finance industry. Brian Marlar 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.

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Professional Designations
Company Name Location Dates Years
Sws Financial Services Dallas, TX Jun 2008 - Current 8
Wachovia Securities, LLC Midland, TX Jan 2008 - Jun 2008 < 1
Wachovia Securities, LLC Midland, TX Jan 2008 - Jun 2008 < 1
A.g. Edwards & Sons, Inc. Midland, TX May 2004 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Brian T. Marlar
Phone Number: 214-859-1800
Firm Website: http://www.ibnbonds.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    245
    MILLIONS
  • Total Number of Accounts
    1,218
    ACCOUNTS
  • Average Account Value
    $200,810
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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