Marvin Gene Strozier
Advisor at 755 Financial — Woodstock, GA
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Woodstock, GA 30188
755 Financial
Supported
Marvin Strozier is a financial advisor at 755 Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside his advisory role, Strozier is involved with insurance agencies and mortgage-related businesses. 755 Financial is an SEC-registered investment adviser that provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach, tailoring investment strategies to objectives, time horizon, and risk tolerance, and is affiliated with related tax, accounting, and insurance businesses.
Financial planning fixed fees range from $2,000 to $20,000 per project
Under $250,000 - $249,999: 1.50% $250,000 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% Over $3,000,000+: 0.90%
Woodstock, GA
330 Creekstone Ridge
Woodstock GA 30188
Advisors at this office
3
Georgia
9 years of industry experience
755 Financial
2026 - Present • 1 year
Woodstock, GA
Cambridge Investment Research, Inc.
2025 - Present • 1 year
Fairfield, IA
Cambridge Investment Research Advisors, Inc.
2025 - 2026 • 1 year
Fairfield, IA
Dempsey Lord Smith, LLC
2022 - 2025 • 3 years
Rome, GA
State Farm Investment Management Corp
2022 - 2022 • 1 year
Eatonton, GA
State Farm Investment Management Corp.
2022 - 2022 • 1 year
Jackson, GA
State Farm VP Management Corp
2022 - 2022 • 1 year
Macon, GA
Gary Dunagan Insurance Agency
2022 - 2022 • 1 year
Macon, GA
State Farm VP Management Corp
2020 - 2022 • 2 years
Eatonton, GA
State Farm VP Management Corp.
2020 - 2022 • 2 years
Jackson, GA
Tim Broyles Insurance Agency
2020 - 2022 • 2 years
Eatonton, GA
Mml Investors Services Llc
2019 - 2020 • 1 year
Peachtree Corners, GA
Massmutual Life Insurance Co
2019 - 2020 • 1 year
Peachtree Corners, GA
State Farm VP Management Corp.
2019 - 2020 • 1 year
Jackson, GA
Tim Broyles Insurance Agency
2019 - 2020 • 1 year
Jackson, GA
Bb&T Securities, Llc
2018 - 2019 • 1 year
Warner Robins, GA
BB&T Investments
2016 - 2019 • 3 years
Warner Robins, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)