AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MG

Marcia L. Garrett

Some features on this profile are disabled
CRD#: 1073496
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marcia Lynne Garrett, who also goes by Marcia Lynne Comer, Marcia Lynne Schapiro, was a registered financial professional .

Marcia is a previously registered financial professional and started their career in finance in 1984. Marcia had worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marcia Lynne Comer | Marcia Lynne Schapiro

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 1, 2017 - December 12, 2017

PENSIONMARK SECURITIES, LLC

BD
CRD#: 283952
Denver, CO
Past

October 9, 2015 - September 1, 2017

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
Denver, CO
Past

September 17, 2015 - December 12, 2017

WORLD INVESTMENT ADVISORS, LLC

RIA
CRD#: 208512
DENVER, CO
Past

May 14, 2014 - October 23, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
DENVER, CO
Past

May 13, 2014 - October 23, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
DENVER, CO
Past

March 6, 2012 - September 24, 2013

FINTEGRA, LLC

BD
CRD#: 16741
GREENWOOD VILLAGE, CO
Past

February 6, 2012 - September 24, 2013

FINTEGRA, LLC

RIA
CRD#: 16741
GREENWOOD VILLAGE, CO
Past

February 4, 2009 - June 28, 2010

MILKIE/FERGUSON INVESTMENTS, INC.

RIA
CRD#: 17606
GREENWOOD VILLAGE, CO
Past

February 4, 2009 - June 28, 2010

MILKIE/FERGUSON INVESTMENTS, INC.

BD
CRD#: 17606
GREENWOOD VILLAGE, CO
Past

April 19, 2007 - November 1, 2007

AFS BROKERAGE, INC.

RIA
CRD#: 25924
HIGHLANDS RANCH, CO
Past

May 2, 2000 - November 1, 2007

AFS BROKERAGE, INC.

BD
CRD#: 25924
LAUREL, NE
Past

August 21, 1998 - October 27, 1999

THE CHAPMAN CO.

BD
CRD#: 19178
COLUMBIA, MD
Past

April 14, 1998 - July 30, 1998

FALCON INVESTMENT CORP.

BD
CRD#: 42231
DENVER, CO
Past

January 20, 1998 - April 2, 1998

D.E. FREY & COMPANY, INC.

BD
CRD#: 23595
DENVER, CO
Past

February 5, 1997 - September 5, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

October 19, 1987 - December 31, 1995

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
SAN FRANCISCO, CA
Past

May 16, 1986 - November 14, 1986

UR FINANCIAL, INC.

BD
CRD#: 10509
Past

August 28, 1984 - April 21, 1986

EQUITEC SECURITIES COMPANY

BD
CRD#: 6463
Past

May 25, 1984 - August 20, 1984

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PS
PENSIONMARK SECURITIES, LLC
PENSIONMARK SECURITIES, LLC | PFG SECURITIES, LLC. | PENSIONMARK SECURITIES, LLC.

CRD#: 283952 / SEC#: , 8-69773

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
24 East Cota Street Suite 200, Santa Barbara, CA 93101
Mailing Address
24 East Cota Street Suite 200, Santa Barbara, CA 93101
Phone number
(888) 201-5488
Established
Delaware since 04/22/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WORLD INVESTMENT ADVISORS, LLCOWNER208512
CARTER, ANA RFINOP, PFO, POO4424794
CURLEY, JONATHAN ECHIEF COMPLIANCE OFFICER827148
HAMMOND, TROY GLENPRESIDENT/CEO2254232

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PENSIONMARK SECURITIES, LLC

CRD#: 283952

TRUST BUT VERIFY

Monitor Marcia Garrett

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics