David Marlin (CRD# 6925672) is an Investment Advisor Representative working at Agdeavor Investments in Worthington, OH and has over 6 years of experience in the finance industry.
CRD# 5590975
Concordia Wealth Planning, LLC
CRD# 706698
Independent Financial Partners
CRD# 2716981
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Agdeavor Investments | Grove City, OH | Dec 2018 - Current | 5 |
Flightsafety Services Corp. | Wright Patterson Afb, OH | Nov 2018 - Current | 5 |
Bolt Financial Group, Inc. | Worthington, OH | Feb 2018 - Current | 6 |
L3 Technologies | Wright Patterson Afb, OH | May 2013 - Nov 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- OH
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$144,722
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
OH
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