MD
CFP
MD
CFP

Marshall Dearing

5 Years of Experience
Tampa, FL
BrokerSells Insurance

Marshall Dearing is a CFP-designated registered investment advisor, based in Tampa, FL, with 5 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

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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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Other Business ActivitiesSells Insurance

Marshall sells fixed insurance as an agent under Vector Wealth Strategies, LLC, dedicating minimal time to this activity. He also co-owns rental property in Hazel Green, AL, spending minimal time on it.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
February 2026 - Present · 5 mos
J. W. Cole Advisors, INC.
February 2026 - Present · 5 mos
Previous Registrations
Commonwealth Financial Network
July 2020 - February 2026 · 5 yrs 7 mos
Commonwealth Financial NetworkBroker
June 2020 - February 2026 · 5 yrs 8 mos
State Registrations26 states
ALARAZCACODEFLGAINKYLAMDMIMSNCNENYOKPARISCTNTXUTVAWA
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.