Marvin Boxdorfer (CRD# 1585872) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 36 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Jan 2023 - Current | 1 |
| Heartland Wealth Group | Greenwood, IN | Jan 2023 - Current | 1 |
| Four Willows Farm | Greenwood, IN | Aug 2002 - Current | 21 |
| Investor Five | Marysville, OH | Jan 1998 - Current | 26 |
| Marvin Boxdorfer (self Employed) | Greenwood, IN | Jan 1982 - Current | 42 |
| Parkland Securities LLC | Ann Arbor, MI | Nov 2015 - Dec 2022 | 7 |
| Nylife Securities LLC | Carmel, IN | Aug 2015 - Nov 2015 | < 1 |
| New York Life Insurance Co | Carmel, IN | Jun 2015 - Nov 2015 | < 1 |
| Sagepoint Financial | Indianapolis, IN | Feb 2014 - Jun 2015 | 1 |
| Aig Financial Network | Indianapolis, IN | Feb 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
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