Marshall Dearing, Cfp® Email and Phone Number
Marshall Dearing, Cfp® work email
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Marshall Dearing, Cfp® personal email
Whether you have spent decades in your career or you are just now starting to gain some momentum, dedication has gotten you this far, but you still have questions. You would like to know for sure whether your next steps are the right ones.My goal is to use my expertise and experience to provide you with guidance and assistance, as you transition from success in your career to significance in your second half. The Vector Wealth Strategies team goes beyond the traditional financial advisor role. Our mission is to support you, as you create a clear vision about how you will continue to impact the world with your talents in your second half.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Vector Wealth Strategies, LLC., 3330 L & N Drive Huntsville, AL 35801, (256) 469-7711. This communication is strictly intended for individuals residing in the states of Alabama. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Review our Terms of Use: www.commonwealth.com/termsofuse.html.
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Lead AdvisorVector Wealth Strategies, Llc Jan 2024 - PresentHuntsville, Alabama, Us -
Associate AdvisorVector Wealth Strategies, Llc Jun 2020 - Jan 2024Huntsville, Alabama, Us -
Fund ManagerFirstbank Community Investment Fund Jun 2019 - Dec 2019
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Financial Planning InternVector Wealth Strategies, Llc Jun 2019 - Aug 2019Huntsville, Alabama, Us -
Financial AnalystThe Clayton Investment Team Aug 2018 - May 2019The Clayton Investment Fund, a $1 million student-managed investment fund, enables students to serve as analysts and the portfolio manager for a real stock portfolio. Jim Clayton, founder of Clayton Homes and chairman of Clayton Bancorp in Knoxville, Tennessee, initiated the fund in 2007.The Clayton Investment Team is typically comprised of junior and senior students majoring in business. The fund follows a value investing strategy; students screen for securities, analyze company financial statements, value securities, defend their actions before an advisory board, and work together as a team. This student-led, student-managed investment opportunity provides real-world experience to students and is an invaluable learning tool that distinguishes FHU finance graduates in the job market.
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Admissions Student InternFreed-Hardeman University Jan 2018 - May 2019Henderson, Tn, Us-Recruiter and accounts manager for prospective high school and transfer students -Assemble acceptance and scholarship packages -Maroon and Gold Day organizer and Student Panel leader -
General LaborerSnoddy Enterprises Apr 2015 - Aug 2018- Interacted daily with tenants to enhance customer service skills and effectively communicate with clients to meet their specific needs.- Progressed group communication skills by interacting with my supervisor and fellow employees to accomplish the tasks given in the most efficient way possible. - Developed property assessment skills that allowed for advancement in the company-Heavily involved in rental property maintenance.
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Assistant CoachAngels Baseball Organization May 2016 - Jul 2018-Part of budgeting committee which determined player fees, equipment costs, and tournament expenses-Assisted in managing social media accounts across various platforms-Posted player information and statistics to scouting websites, as well as updated information for individual tournaments
Marshall Dearing, Cfp® Education Details
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Freed-Hardeman UniversityBba In Finance -
Freed-Hardeman UniversityBba In Financial Planning
Frequently Asked Questions about Marshall Dearing, Cfp®
What company does Marshall Dearing, Cfp® work for?
Marshall Dearing, Cfp® works for Vector Wealth Strategies, Llc
What is Marshall Dearing, Cfp®'s role at the current company?
Marshall Dearing, Cfp®'s current role is Lead Advisor at Vector Wealth Strategies, LLC.
What is Marshall Dearing, Cfp®'s email address?
Marshall Dearing, Cfp®'s email address is ma****@****ies.com
What schools did Marshall Dearing, Cfp® attend?
Marshall Dearing, Cfp® attended Freed-Hardeman University, Freed-Hardeman University.
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