Marvin
Farrar
Trilogy Wealth Management, LLC
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About this Advisor
Marvin Farrar is a financial advisor based in Bay City, Texas, working with Trilogy Wealth Management, LLC. Marvin has previously held positions at 1St Global Capital Corp, 1St Global Advisors Inc, 1St Global Insurance Services, Inc, Wayne Farrar, Cpa, CFP®, LLC, Ohio National Financial Services, The O.N. Equity Sales Company, United Planners' Financial Services Of America A Limited Partner, Trilogy Wealth Management, LLC, and Penn Mutual Insurance Company. Marvin has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Marvin is part of Trilogy Wealth Management, LLC.
Certifications and Registrations
Office Location
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Marvin Farrar Work History
Trilogy Wealth Management, LLC
Penn Mutual Insurance Company
Wayne Farrar, Cpa, CFP®, LLC
United Planners' Financial Services Of America A Limited Partner
Ohio National Financial Services
The O.N. Equity Sales Company
1St Global Advisors Inc
1St Global Insurance Services, Inc
1St Global Capital Corp
Disclosures
Please visit the SEC profile of Marvin Farrar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
