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MARC ERIC SCHNEIDER
CRD#: 4155241
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 3655 NOBEL DRIVE
SUITE 140
SAN DIEGO, CA 92122
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2005 (<1 year)2 FIRMS2005 - 2009 (3 years)2 FIRMS2009 - Present (15 years)BFIRST COMMAND FINANCIAL PLANNI... (CRD# 3641)2000 - 2005 (5 years)
Disclosure(s)
View By:
3/19/2009
Customer Dispute
Settled
License(s)

State Registrations

B
Arizona 7/23/2019

B
Massachusetts 1/17/2023

B
California 8/27/2018

B
Michigan 10/4/2018

IA
California 9/2/2020

B
Missouri 10/7/2011

B
Colorado 12/11/2015

B
New Mexico 4/5/2021

B
Florida 1/24/2014

B
New York 4/27/2023

B
Georgia 1/20/2023

B
Washington 9/17/2019

B
Illinois 9/14/2011

B
Wisconsin 8/21/2018

B
Maryland 3/1/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
3655 NOBEL DRIVE SUITE 140, SAN DIEGO, CA 92122
La Jolla, CA
Registered with this firm since 9/22/2009

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
3655 NOBEL DRIVE SUITE 140, SAN DIEGO, CA 92122
La Jolla, CA
Registered with this firm since 6/26/2009

Previous Registration(s)
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09/07/2005 - 03/05/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) MCLEAN, VA
B
09/07/2005 - 03/05/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) MCLEAN, VA
IA
09/02/2005 - 09/06/2005 FIRST COMMAND FINANCIAL PLANNING, INC. (CRD#:3641) LAUREL, MD
B
04/19/2000 - 09/06/2005 FIRST COMMAND FINANCIAL PLANNING, INC. (CRD#:3641) FORT WORTH, TX
IA
02/11/2005 - 09/02/2005 FIRST COMMAND BANK (CRD#:128851) FORT WORTH, TX
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B
Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.