Marvin Liebe (CRD# 1065456) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 41 years of experience in the finance industry. Marvin Liebe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epic Trust Investment Advisors LLC | Richland, WA | Sep 2020 - Current | 3 |
| The Advisor Benefits Group, Inc. | Kennewick, WA | Jun 2014 - Current | 9 |
| The Advisor Benefits Group, Inc. | Kennewick, WA | Jan 1994 - Current | 30 |
| Liebe-thompson, LLC | Kennewick, WA | Oct 2003 - Feb 2016 | 12 |
| Alp Financial Planning Inc. | Kennewick, WA | Jan 2006 - Oct 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1992 |
- WA
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Total Assets Under Management277MILLIONS
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Total Number of Accounts1,674ACCOUNTS
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Average Account Value$165,736
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