Marshall Barclay is a CFP-designated registered investment advisor, based in El Paso, TX, with 19 years of industry experience.
Location
810 E. Yandell Dr., El Paso, TX, 79902
Get directionsHistory
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 ActivitiesSells Insurance
Marshall is a board member for CASA of El Paso, dedicating minimal time. He also works for Level Four Advisory Services as a RIA, providing investment advisory services about half of his time, and is an agent for Level Four Insurance Agency, spending about a quarter of his time on insurance marketing and sales. Finally, Marshall owns Marcar Financial Services, which is a legacy lease for a business office.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations16 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.