Marvin Gene Strozier
Investment adviser representative at 755 Financial
10 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- 755 FinancialAug 2026 to now
- Cambridge Investment Research, Inc.Nov 2025 to now
- Cambridge Investment Research Advisors, Inc.Nov 2025 to Aug 2026
- Dempsey Lord Smith, LLCOct 2022 to Nov 2025
- Gary Dunagan Insurance AgencyFeb 2022 to Oct 2022
- State Farm Investment Management Corp.Feb 2022 to Oct 2022
- State Farm Vp Management Corp.Mar 2020 to Oct 2022
- MML Investors Services LLCOct 2019 to Feb 2020
- Massmutual Life Insurance CoSep 2019 to Feb 2020
- State Farm Vp Management Corp.Mar 2019 to Feb 2020
- Tim Broyles Insurance AgencyFeb 2019 to Oct 2022
- Bb&t Securities, LLCJan 2018 to Sep 2019
- Bb&t InvestmentsNov 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
755 Financial
Legal name: 755 Wealth Management, LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6636395
- Firm CRD
- 342558