Marlin Musser, financial advisor Irving TX
93 score

Marlin Musser

CRD Number: 5620828
Current Firm: H.d. Vest Advisory Services, Inc.

Marlin Musser (CRD# 5620828) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Irving, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Lititz, PA Mar 2011 - Current 5
H.d. Vest Investment Services Ephrata, PA Oct 2008 - Current 8
Envision Financial Services Ephrata, PA Oct 2008 - Jun 2010 1
Retired Lititz, PA Sep 2007 - Oct 2008 1
Four Season Produce Epharta, PA Sep 1995 - Sep 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Marlin G. Musser
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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
93
Clean Record
This advisor has a clean track record with regulators.

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