Marla Warner (CRD# 5345202) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 11 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Newport News, VA | Jan 2015 - Current | 9 |
Davinci Financial Designs, LLC | Newport News, VA | Jan 2015 - Current | 9 |
First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2009 - Dec 2014 | 5 |
First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2009 - Dec 2014 | 5 |
Trant & Associates Llc- First Command | Newport News, VA | Dec 2006 - Dec 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2013 |
S65 | NASAA Investment Advisors Law Examination | May 2017 |
- VA
-
Total Assets Under Management247MILLIONS
-
Total Number of Accounts1,751ACCOUNTS
-
Average Account Value$141,004
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CO, FL, GA, KY, LA, NC, NH, NY, OH, PA, SC, TX, VA
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