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Marvin Christopher Brigman

BRIGMAN WEALTH MANAGEMENT
CRD# 3250873·27 years experience

Professional Summary

Marvin Christopher Brigman is a registered financial advisor currently at BRIGMAN WEALTH MANAGEMENT. Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Marvin has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

BRIGMAN WEALTH MANAGEMENT·CRD# 125482
RIA
March 4, 2010 - Present
USALLIANZ SECURITIES, INC.·CRD# 40875
BD
Minneapolis, MN
May 16, 2001 - March 21, 2002
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
January 10, 2000 - December 31, 2000
NYLIFE SECURITIES LLC·CRD# 5167
BD
New York, NY
October 29, 1999 - December 22, 1999

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Current Firm

BW
BRIGMAN WEALTH MANAGEMENT

BRIGMAN FINANCIAL GROUP, INC | SENIOR PLANNING RESOURCE CENTER | SENIOR PLANNING RESDURCE CENTER | BRIGMAN WEALTH MANAGEMENT

CRD#: 125482
Michigan
Registered Investment Advisory firm - Michigan (5/16/2002 Approved)

Contact Information

Main Address

Holt, MI

Mailing Address

2258 Sandy Bay Ln, Jacksonville, FL 32233-0010

Phone Number

(616) 389-0553

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

38

AUM (Assets Under Management)

$5,400,000

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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.

I MAINTAIN MY LIFE, ACCIDENT AND HEALTH INSURANCE LICENSE BUSINESS SINCE 1995.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2009About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1999About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1999About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Marvin Christopher Brigman's CRS (Customer Relationship Summary).

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