Marlon
Zavala
Mariner Independent
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About this Advisor
Marlon Zavala is a financial advisor based in Houston, Texas, working with Mariner Independent. Marlon has previously held positions at First Command Insurance Services, Inc, First Command Financial Planning, Inc, First Command Advisory Services, Lpl Financial, LLC, Intrua Financial, Teamwork Financial Advisors, First Command Financial Planning, and Mariner Independent Advisor Network. Marlon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Marlon is part of Mariner Independent, which operates out of Houston, Texas. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$8,146,610,014
184
27,977
$291,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marlon Zavala Work History
Mariner Independent Advisor Network
Teamwork Financial Advisors
Lpl Financial, LLC
Intrua Financial
First Command Advisory Services
First Command Insurance Services, Inc
First Command Financial Planning, Inc
First Command Financial Planning
Disclosures
Please visit the SEC profile of Marlon Zavala 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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