Brian Marlar
Brian Marlar is a CFP-designated registered investment advisor at Momentum Independent Network INC., based in Big Spring, TX, with 24 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.
Fee Estimator
Location
1706 Scurry Street, Big Spring, TX, 79720
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian is on the board of directors for the Shane Kemper Foundation, which raises money and grants scholarships. He is also a member and Camp Treasurer for Gideons International, soliciting donations for Bible production and distribution, dedicating minimal time to each activity.
Employment History
Current Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 states
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
More Advisors
- Steven Stone, CFPLPL Financial LLC