Marilyn Hoosen
Marilyn Hoosen is a registered investment advisor at Equitable Advisors, LLC, based in Alexandria, VA, with 20 years of industry experience. Marilyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
301 N. Fairfax Street, Suite 101 A, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2025Customer Dispute
June 2025Financial
April 2018Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Edward JonesBroker
State Registrations17 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
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