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Marlena Elizabeth Anderson

LPl Financial LLC

Bandera, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

3300 State Hwy 16 South, Bandera, TX 78003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American General Life Insurance Houston TX 02/2015 03/2017
Aig Capital Services, Inc. Houston TX 02/2015 02/2019
American General Life Insurance Woodland Hills CA 03/2017 04/2019
M2 Partners Austin TX 04/2019 Present
Brighthouse Financial Charlotte NC 02/2020 Present
Next Financial Group, Inc. Houston TX 10/2022 Present
Lpl Financial Llc Bandera TX 07/2025 Present
  • 02/2015 → 03/2017
    American General Life Insurance
    Houston, TX
  • 02/2015 → 02/2019
    Aig Capital Services, Inc.
    Houston, TX
  • 03/2017 → 04/2019
    American General Life Insurance
    Woodland Hills, CA
  • 04/2019 → Present
    M2 Partners
    Austin, TX
  • 02/2020 → Present
    Brighthouse Financial
    Charlotte, NC
  • 10/2022 → Present
    Next Financial Group, Inc.
    Houston, TX
  • 07/2025 → Present
    Bandera, TX
Previous Registrations
  • 2022-10-06 → 2025-07-10
    Next Financial Group, Inc.
    Bandera, TX
    Houston, TX
  • 2013-09-09 → 2014-10-24
    Next Financial Group, Inc.
    Bandera, TX
    Bandera, TX
Other Businesses

1) M2Partners LLC INVESTMENT RELATED: NO. ADDRESS: 1512 THOMPSON ST. #3 HOUSTON, TX 77007. POSITION/TITLES: OWNER.APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING NON-BUSINESS HOURS: 10. APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING BUSINESS HOURS: 0 DUTIES: Backoffice work. Bookkeeping 2) Diamond A Financial Services INVESTMENT RELATED: NO. ADDRESS: 1512 THOMPSON ST. #3 HOUSTON, TX 77007. POSITION/TITLES: Agent APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING NON-BUSINESS HOURS: 5 APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING BUSINESS HOURS: 5 DUTIES: Insurance: Fixed Annuities; Life/Health/Long-Term Care 3) Diamond A Financial Services DBA - INVESTMENT RELATED: NO. ADDRESS: 1512 THOMPSON ST. #3 HOUSTON, TX 77007. POSITION/TITLES: OWNER.APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING NON-BUSINESS HOURS: 40 APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO ACTIVITY DURING BUSINESS HOURS: 40 DUTIES: DBA name for Securities business 4) Bandera Country A&M Club, 4/21/2023, No physical location, President local Texas A&M Club-coordinate/plan scholarship fundraising events, Officer & Volunteer, 5 hrs/month (out of 160 hrs/month), 0 hrs/month (out of 120 hrs/month), No investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-05
S63 Uniform Securities Agent State Law Examination 2012-09-24
  • S66 Uniform Combined State Law Examination
    2013-09-05
  • S63 Uniform Securities Agent State Law Examination
    2012-09-24
Other Names
  • Marlena Elizabeth Anderson
  • Marlena Anderson

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