DM
Deborah M. Marson
INVESTMENT & RESOURCE PLANNING
Falls Church, VA 22046
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CRD#: 3146654
DM
Professional summary
Deborah Mary Marson is a registered financial advisor currently at INVESTMENT & RESOURCE PLANNING located in Falls Church, Virginia and OSAIC WEALTH, INC. located in Falls Church, Virginia.
Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Deborah has worked at 4 firms and has passed the Series 66, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. BUSHMAN'S LEGACY ANIMAL RESCUE POSITION: Foster mom NATURE: N/A - it is not a business and it is nota non-profit? It is a very informal set up. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2005 ADDRESS: 5924 6th Street, Falls Church VA 22041, United States DESCRIPTION: Care for homeless dogs till they get adopted. 2. DEBORAH MARSON POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2002 ADDRESS: 400 N. Washington Street, Suite 202, Falls Church VA 22046, United States DESCRIPTION: Sell life, disability and long term care insurance to people who want and need it. I also offer variable annuities. 3. INVESTMENT & RESOURCE PLANNING ASSOCIATES POSITION: Owner/Financial Advisor NATURE: I'm the owner of an Independent RIA. I'm a sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2002 ADDRESS: 400 N. Washington Street, Suite 202, Falls Chruch VA 22046, United States DESCRIPTION: Meet with clients for general financial planning and divorce/separation financial planning. Make recomendations.
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Mary Marson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 20, 2002 - Present
INVESTMENT & RESOURCE PLANNING
Office #1: 400 N. Washington Street Suite 202, Falls Church, VA 22046RIA
CRD#: 117604
Falls Church, VA
Current
November 3, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 400 N Washington St Suite 202, Falls Church, VA 22046RIA
BD
CRD#: 23131
Falls Church, VA
Past
January 18, 2002 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
FALLS CHURCH, VA
Past
January 4, 1999 - February 5, 2002
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/3/2023)
RR
California(11/3/2023)
RR
Colorado(11/3/2023)
RR
Delaware(11/3/2023)
RR
District of Columbia(11/3/2023)
RR
Florida(11/3/2023)
RR
Georgia(11/3/2023)
RR
Maine(11/3/2023)
IAR
Maryland(7/1/2002)
RR
Maryland(11/3/2023)
RR
Mississippi(11/3/2023)
RR
Nevada(11/3/2023)
RR
New Jersey(11/3/2023)
RR
New Mexico(11/3/2023)
RR
New York(11/3/2023)
RR
North Carolina(11/3/2023)
RR
Oregon(11/3/2023)
RR
Pennsylvania(11/3/2023)
RR
Vermont(11/3/2023)
IAR
Virginia(6/20/2002)
RR
Virginia(11/3/2023)
RR
Washington(11/3/2023)
RR
West Virginia(11/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
I&
INVESTMENT & RESOURCE PLANNING
INVESTMENT & RESOURCE PLANNING | INVESTMENT & RESOURCE PLANNING ASSOCIATES, INC.
CRD#: 117604 / SEC#:
Maryland
Registered Investment Advisory firm - (7/11/1996 Approved)Virginia
Registered Investment Advisory firm - (2/22/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 N. Washington Street Suite 202, Falls Church, VA 22046
Mailing Address
Phone number
(703) 890-0410
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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