Compliance Consulting Services for State and SEC Registered Investment Advisors

Marla Breland
Compliance Consultant
Marla lives in the Jackson, Mississippi area and joined Polaris in March 2022. She was formerly a Compliance Director for a large RIA firm, a Branch Examiner for a large Broker Dealer, Director of Examinations for the Securities Division of Mississippi, a financial advisor at Morgan Keegan, Prudential Securities and LPL financial. She was formerly insurance, Series 63 and 65, and Series 7 licensed.Â
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Marla received her undergraduate and graduate degrees from Ole Miss. She is married to Greg, who is a CFP and is an independent financial advisor with LPL Financial and is a USAF LT Col (Ret) after 32 years as a former pilot and pilot instructor. She has a stepdaughter, Catherine who is a veterinarian in Colorado Springs, two step grandchildren, a son, Matt who is married and is a TSGT in the U.S. Air Force as an Air Traffic Controller, and another son, Chris, who works in Mississippi.Â
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She and her husband enjoy traveling, visiting their adult children and attending sporting events and concerts when they can. Â
Fun Facts:
Marla once won first place at a Tae Kwon Do tournament in her age group in her 40’s
Marla met Jon Bon Jovi on a flight between Hawaiian Islands on her honeymoon
Marla sang in Manger Square in Jerusalem on Christmas Eve night with a youth choir as a teenager
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