Marvin Strozier
Marvin Strozier is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Union Point,, GA, with 9 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
4810 Lamb Avenue, Union Point,, GA, 30669
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Employment Separation After Allegations
September 2016Other Business ActivitiesSells Insurance
Marvin is an insurance agent at Timothy Broyles's Insurance Agency and The Junction Agency. He also owns real estate and rental properties through Strozier Financial, and works as a mortgage loan officer at 775 Holdings LLC, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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.