Zachry Barrett Marshall

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 02/2020
  First Command Financial Planning
  Fort Worth, TX
• 12/2011 → 02/2020
  First Command Insurance Services
  Fort Worth, TX
• 12/2015 → 02/2020
  First Command Advisory Services
  Fort Worth, TX
• 02/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-12-15 → 2020-03-02
  First Command Advisory Services
  Fort Worth, TX
• 2011-10-19 → 2015-12-15
  First Command Brokerage Services, Inc.
  Tampa, FL
  Tampa, FL
  Davie, FL

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 02/12/20. 2) ZACHRY MARSHALL, 813 FINANCIAL, 400 N ASHLEY DR, STE 1900, TAMPA, FL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 06/13/11, INV REL, 12/WK- 0/TRADING 3) 813 FINANCIAL LLC, 400 N. Ashley Dr., Suite 1900, Tampa FL 33607, United States, 10/28/2024, President, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-20
• S65 Uniform Investment Adviser Law Examination
  2011-10-17