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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $22.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 44K
      Accounts
    • $500.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

271

name start date
Trey Cooper, CFP®
September 2016
Ryan Eatherly, CFP®
February 2019
Ross Vincent Menke
June 2019
Whitney Leigh Gallagher
October 2015
Matthew Justin Rivera
July 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Alegria Energy, LLC IAR $117,044,521
    Enterprise Risk Strategies, LLC -- --
    Flyover Capital Partners, LLC IAR $0
    Mariner Insurance Resources, LLC -- --
    Mariner Trust Company, LLC -- --
    Mariner Wealth Advisors IAR $0
    Msec, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Martin Christopher Bicknell Chief Executive Officer May, 2006 less than 5%
      Anne Jenelle Dorian Chief Compliance Officer March, 2018 less than 5%
      Katrina Delores Scott Chief Investment Officer January, 2018 less than 5%
      Cheryl Bicknell Chief Operating Officer/ Chief Strategy Officer September, 2013 less than 5%
      Kenny Pointer Senior Vice President Of Operations July, 2018 less than 5%
      Jeffrey Allen Poe Chief Financial Officer August, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees