Marco ContrerasCRD Number: 6107834
Current Firm: First Command Advisory Services
Marco Contreras (CRD# 6107834) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 5 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Current||1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Oct 2014 - Current||3|
|Self Employed||Las Vegas, NV||May 2013 - Oct 2014||1|
|J.p. Morgan Securities LLC||Desoto, TX||Oct 2012 - Apr 2013||< 1|
|Jpmorgan Chase Bank||Desoto, TX||Jan 2012 - Apr 2013||1|
|Chase Investment Services Corp||Desoto, TX||Aug 2012 - Oct 2012||< 1|
|Unemployed||Lancaster, TX||Sep 2011 - Jan 2012||< 1|
|Ut Tyler||Longview, TX||Aug 2011 - Sep 2011||< 1|
|Unemployed||Santa Monica, CA||Jul 2010 - Jul 2011||1|
|Santa Monica College||Santa Monica, CA||May 2009 - Jun 2010||1|
|Peyton Resource Group||Irving, TX||May 2007 - Apr 2009||1|
|University Of Texas At Arlington||Arlington, TX||Jan 2006 - May 2007||1|
|Tarrant County College||Arlington, TX||Aug 2006 - Dec 2006||< 1|
|City Of Dallas||Dallas, TX||Sep 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management9,608MILLIONS
Total Number of Accounts78,155ACCOUNTS
Average Account Value$122,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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