MF
MF

Marnie Flynn

8 Years of Experience
Fort Worth, TX
Broker

Marnie Flynn is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 8 years of industry experience. Marnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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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
First Command Advisory Services
May 2024 - Present · 2 yrs
First Command Brokerage Services, INC.
April 2024 - Present · 2 yrs 1 mo
First Command Brokerage Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Robinhood Financial, LLCBroker
June 2021 - April 2024 · 2 yrs 10 mos
Charles Schwab & CO., INC.
January 2021 - May 2021 · 4 mos
Charles Schwab & CO., INC.Broker
January 2021 - May 2021 · 4 mos
Charles Schwab & CO., INC.
June 2019 - November 2019 · 5 mos
Charles Schwab & CO., INC.Broker
June 2019 - November 2019 · 5 mos
First Command Advisory Services
April 2018 - January 2019 · 9 mos
First Command Financial Planning, INC.Broker
April 2018 - January 2019 · 9 mos
First Command Advisory Services
January 2016 - January 2018 · 2 yrs
First Command Financial Planning, INC.Broker
July 2015 - January 2018 · 2 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.