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Brian David Marvin

MARVIN & PALMER ASSOCIATES·WILMINGTON, Delaware
SIE, Series 7, Series 63, Series 65Clean record23 years registeredMARVIN & PALMER ASSOCIATES
3711 KENNETT PIKE, WILMINGTON, DE 19807CRD# 2650492Firm CRD# 105399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian David Marvin · WILMINGTON, DE
Registration
CRD #2650492 · MARVIN & PALMER ASSOCIATES · 23 years registered
Brand Profile
Not yet started
01

Career History

ALPHACORE CAPITAL LLC
Jun 2020 – present
MARVIN & PALMER ASSOCIATES
Nov 2002 – Dec 2012
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · November 18, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARVIN & PALMER ASSOCIATES
CRD 105399 · SEC 801-27724
AUM
$95M
Regulatory assets under management
Employees
14
11 client accounts
Services offered by MARVIN & PALMER ASSOCIATES
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at MARVIN & PALMER ASSOCIATES →
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05

Frequently Asked Questions

What services does Brian David Marvin offer?
Brian David Marvin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Brian David Marvin's credentials?
Brian David Marvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian David Marvin located?
Brian David Marvin is based in WILMINGTON, Delaware, working with MARVIN & PALMER ASSOCIATES. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Brian David Marvin charge for services?
Brian David Marvin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARVIN & PALMER ASSOCIATES?
MARVIN & PALMER ASSOCIATES has approximately 14 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARVIN & PALMER ASSOCIATES

David Fred Marvin
WILMINGTON, DE
Stanley Palmer
WILMINGTON, DE
Todd David Marvin
WILMINGTON, DE
David L. Schaen
WILMINGTON, DE

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Research
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