Marshall Dearing, Cfp®

Marshall Dearing, Cfp® Email and Phone Number

Lead Advisor at Vector Wealth Strategies, LLC @ Vector Wealth Strategies, LLC
Marshall Dearing, Cfp®'s Location
Huntsville, Alabama, United States, United States
Marshall Dearing, Cfp®'s Contact Details

Marshall Dearing, Cfp® work email

Marshall Dearing, Cfp® personal email

n/a
About Marshall Dearing, Cfp®

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.

Marshall Dearing, Cfp®'s Current Company Details
Vector Wealth Strategies, LLC

Vector Wealth Strategies, Llc

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Lead Advisor at Vector Wealth Strategies, LLC
Marshall Dearing, Cfp® Work Experience Details
  • Vector Wealth Strategies, Llc
    Lead Advisor
    Vector Wealth Strategies, Llc Jan 2024 - Present
    Huntsville, Alabama, Us
  • Vector Wealth Strategies, Llc
    Associate Advisor
    Vector Wealth Strategies, Llc Jun 2020 - Jan 2024
    Huntsville, Alabama, Us
  • Firstbank Community Investment Fund
    Fund Manager
    Firstbank Community Investment Fund Jun 2019 - Dec 2019
  • Vector Wealth Strategies, Llc
    Financial Planning Intern
    Vector Wealth Strategies, Llc Jun 2019 - Aug 2019
    Huntsville, Alabama, Us
  • The Clayton Investment Team
    Financial Analyst
    The Clayton Investment Team Aug 2018 - May 2019
    The 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.
  • Freed-Hardeman University
    Admissions Student Intern
    Freed-Hardeman University Jan 2018 - May 2019
    Henderson, 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
  • Snoddy Enterprises
    General Laborer
    Snoddy 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.
  • Angels Baseball Organization
    Assistant Coach
    Angels 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

  • Freed-Hardeman University
    Freed-Hardeman University
    Bba In Finance
  • Freed-Hardeman University
    Freed-Hardeman University
    Bba 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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