Marc R. Roland

DEAN ROLAND RUSSELL

San Diego, CA 92127

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CRD#: 4156680

Professional summary

Marc Robert Roland, CFP® is a registered financial advisor currently at DEAN ROLAND RUSSELL, LLC located in San Diego, California.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Marc has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Business Succession Planning

Retirement Planning

Comprehensive Financial Planni...

Insurance Planning

Estate Planning

Investment Planning

Employee and Employer Plan Ben...

Tax Planning

Do you have an area of expertise or specialization?

Charitable Giving

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Tax Planning

What is your minimum asset requirement?

500K

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Robert Roland's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

January 17, 2012 - Present

DEAN ROLAND RUSSELL, LLC

Office #1: 16880 West Bernardo Drive, Suite 170, San Diego, CA 92127

RIA

CRD#: 109480

San Diego, CA

Past

August 17, 2011 - September 14, 2012

CONFIDANT WEALTH ADVISORY

RIA

CRD#: 158036

SAN DIEGO, CA

Past

March 29, 2004 - August 2, 2011

HOKANSON ASSOCIATES, INC.

RIA

CRD#: 104617

SOLANA BEACH, CA

Past

June 29, 2000 - December 4, 2000

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

April 7, 2000 - May 9, 2000

ASSET PLANNING SOLUTIONS, INC.

CRD#: 46091

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEAN ROLAND RUSSELL, LLC

DEAN CONSULTING & ASSOCIATES | DEAN ROLAND RUSSELL, LLC | DEAN MARY KATHERINE

CRD#: 109480 / SEC#: 801-56225

RIA

Registered Investment Advisory firm - (2/2/1999 Approved)

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.

Highlighted states indicate IAR registrations

IAR

California
(1/17/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/8/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/5/2000

General Securities Representative Examination

Current Firm

DEAN ROLAND RUSSELL, LLC

DEAN CONSULTING & ASSOCIATES | DEAN ROLAND RUSSELL, LLC | DEAN MARY KATHERINE

CRD#: 109480 / SEC#: 801-56225

RIA

Registered Investment Advisory firm - (2/2/1999 Approved)

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Contact information

Main Address

16880 West Bernardo Drive, Suite 170, San Diego, CA 92127

Mailing Address

Phone number

(858) 485-8547

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEAN ROLAND RUSSELL - PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	556
AUM (Assets Under Management)	$ 314,070,699

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Marc R. Roland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Robert Roland's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEAN ROLAND RUSSELL, LLC

CONFIDANT WEALTH ADVISORY

HOKANSON ASSOCIATES, INC.

COMMONWEALTH FINANCIAL NETWORK

ASSET PLANNING SOLUTIONS, INC.

Primary Firm SEC Registration

DEAN ROLAND RUSSELL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2000

Series 7

Date: 4/5/2000

Current Firm

DEAN ROLAND RUSSELL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEAN ROLAND RUSSELL, LLC

TRUST BUT VERIFY

Contact information

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