Marlon Eduardo "eddie" Zavala
Investment Adviser Representative at Mariner Advisor Network
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marlon Eduardo "Eddie" Zavala is an investment adviser representative with Mariner Advisor Network in Houston, TX, where they have been registered since 2023. They have worked in the securities industry since 2013 and have been registered with 6 firms, including Teamwork Financial Advisors, LLC and Intrua Financial. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Insurance Services, Inc.Mar 2013 – Mar 2017Fort Worth, TX
- First Command Financial Planning, Inc.Mar 2013 – Mar 2017Fort Worth, TX
- First Command Advisory ServicesDec 2015 – Mar 2017Fort Worth, TX
- LPL Financial, LLCMar 2017 – May 2020Houston, TX
- Intrua FinancialMar 2017 – May 2020Houston, TX
- Teamwork Financial AdvisorsMay 2020 – Oct 2023San Antonio, TX
- First Command Financial PlanningJan 2013 – Mar 2017Houston, TX
- Mariner Independent Advisor NetworkOct 2023 – Jun 2026Overland Park, KS
- Private Advisor Group, LLCJun 2026 – no end date reportedMorristown, NJ
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mariner Advisor Network
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Innovative investment strategies, the Dynamic Investment Optimization™ process, written strategic planning, and coordination with a team of professional advisors including tax, insurance, and legal professionals to help clients articulate and achieve their vision and goals.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 125
- Offices listed on AdvisorFinder:
- 93
- Main office:
- Overland Park, KS
- Founded:
- 2003
- SEC file number:
- 801-107913
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 26, 2026
View full firm profileOther advisors at Mariner Advisor Network
Showing 12 of 125 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marlon Eduardo "eddie" Zavala has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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