MD
MD

Marvin Deaver

27 Years of Experience
Dallas, TX
Broker

Marvin Deaver is a registered investment advisor at Usi Securities, INC., based in Dallas, TX, with 27 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.

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Location

14241 Dallas PKWY, Ste 700, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usi Advisors
November 2022 - Present · 3 yrs 6 mos
Usi Securities, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
February 2020 - June 2021 · 1 yr 4 mos
Gwfs Equities, INC.Broker
January 2015 - August 2019 · 4 yrs 7 mos
Putnam Retail Management Limited PartnershipBroker
January 2010 - January 2015 · 5 yrs
Newport Group Securities, INC.Broker
April 2009 - December 2009 · 8 mos
Diversified Investors Securities CORP.Broker
November 2000 - March 2009 · 8 yrs 4 mos
Adp Broker-Dealer, INC.Broker
April 1996 - October 2000 · 4 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.