Marvin Deaver (CRD# 2726857) is an Investment Advisor Representative working at Usi Advisors in Dallas, TX and has over 28 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4234153
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usi Consulting Group | Glastonbury, CT | Oct 2022 - Current | 1 |
| Usi Securities | Glastonbury, CT | Oct 2022 - Current | 1 |
| Usi Advisors | Glastonbury, CT | Oct 2022 - Current | 1 |
| Unemployed | Dallas, TX | Jun 2021 - Sep 2022 | 1 |
| Lpl Financial | Dallas, TX | Feb 2020 - May 2021 | 1 |
| Unemployed | Dallas, TX | Sep 2019 - Jan 2020 | < 1 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Jan 2015 - Aug 2019 | 4 |
| Putnam Inv./putnam Retail Management | Boston, MA | Dec 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- TX
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Total Assets Under Management41,618MILLIONS
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Total Number of Accounts1,348ACCOUNTS
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Average Account Value$30,873,933
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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