Advisor at Marshall Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marshall Investment Management, LLC
Location
Las Cruces, NM 88011
Credentials
Series 66
Industry experience
2 years
Samantha Chavarria is a financial advisor with Marshall Investment Management, LLC, holding a Series 66 designation and two years of industry experience. She has worked at Marshall Investment Management, LPL Financial LLC, and Cavill and Company since 2022. Prior to her advisory roles, her background includes positions at Western Heritage Bank and Ruby Tuesday. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm emphasizes diversified asset allocation and offers ongoing wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs.
Based on Marshall Investment Management, LLC
Based on Marshall Investment Management, LLC
Financial planning flat fee between $2,500 and $15,000; financial consulting flat fees up to $15,000 per year.
IARs may receive commissions from securities transactions and insurance products, commissions do not offset advisory fees.
Financial planning hourly rate up to $500 per hour; financial consulting hourly fees range from $200 to $500 per hour.
Ongoing financial planning services at $200 per month.
Fee-only: Financial planning flat fees range from $2,500 to $15,000; ongoing financial planning services $200 per month; financial consulting hourly fees range from $200 to $500 per hour; flat fees for ongoing financial consulting service up to $15,000 per year.
1155 Commerce Drive, Suite B
Las Cruces, NM 88011
New Mexico
Marshall Investment Management, LLC
2022 - Present (4 years)
LPL Financial
2022 - Present (4 years)
Cavill and Company
2022 - Present (4 years)
Homemaker
2017 - 2022 (5 years)
Western Heritage Bank
2016 - 2017 (1 year)
Ruby Tuesday
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Las Cruces, NM
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Series 63, Series 65
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Cratty & Swanson Advisors L.L.C.
Series 63, Series 65
Las Cruces, NM
Capital Market Consultants, Inc.
Series 65
Las Cruces, NM
Westwind Capital
CFP®, Series 65
Las Cruces, NM
Westwind Capital
Series 63, Series 65
Las Cruces, NM
Westwind Capital
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