Marvin Dennard, financial advisor Tyler TX
73 score

Marvin Dennard

CRD Number: 5518995
Current Firm: On Investment Management Co

Marvin Dennard (CRD# 5518995) is an Investment Advisor Representative working at On Investment Management Co in Tyler, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Nov 2011 - Current 5
Ohio National Financial Services Cincinnati, OH Oct 2011 - Current 5
Henry Dennard Pfp Tyler, TX Mar 2008 - Current 8
Woodbury Financial Services Tyler, TX Jul 2009 - Nov 2011 2
Southside Bank Tyler, TX Mar 1990 - Mar 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Marvin H. Dennard
Phone Number: 855-262-0913
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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
73

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