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CFP
BM
CFP

Brian Timothy Marlar

Momentum Independent Network INC.
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Momentum Independent Network INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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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 Activities

Brian is on the board of directors for the Shane Kemper Foundation, which raises money and grants scholarships. He is also a member and Camp Treasurer for Gideons International, soliciting donations for Bible production and distribution, dedicating minimal time to each activity.

Employment History
Current Registrations
Momentum Independent Network INC.Broker
June 2008 - Present · 17 yrs 8 mos
Momentum Independent Network INC.
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
Wachovia Securities, LLC
January 2008 - July 2008 · 6 mos
Wachovia Securities, LLCBroker
January 2008 - July 2008 · 6 mos
A. G. Edwards & Sons, INC.Broker
May 2004 - January 2008 · 3 yrs 8 mos
A. G. Edwards & Sons, INC.
May 2004 - January 2008 · 3 yrs 8 mos
Morgan Stanley
August 2002 - April 2004 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
August 2002 - April 2004 · 1 yr 8 mos
State Registrations8 states
COFLGAMANMNVOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Timothy Marlar - Financial Advisor | TrueAdvisor