Marlon Zavala (CRD# 6144274) is an Investment Advisor Representative working at Mariner Independent in Houston, TX and has over 11 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Independent Advisor Network | Overland Park, KS | Oct 2023 - Current | < 1 |
Teamwork Financial Advisors | San Antonio, TX | May 2020 - Oct 2023 | 3 |
Lpl Financial, LLC | Houston, TX | Mar 2017 - May 2020 | 3 |
Intrua Financial | Houston, TX | Mar 2017 - May 2020 | 3 |
First Command Advisory Services | Fort Worth, TX | Dec 2015 - Mar 2017 | 1 |
First Command Insurance Services, Inc. | Fort Worth, TX | Mar 2013 - Mar 2017 | 4 |
First Command Financial Planning, Inc. | Fort Worth, TX | Mar 2013 - Mar 2017 | 4 |
First Command Financial Planning | Houston, TX | Jan 2013 - Mar 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2013 |
S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- TX
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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