Markle Financial LLC
Markle Financial LLC (CRD# 302088) is a financial advisory firm headquartered in Laramie, WY. They manage $97,301,261 in 505 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management97MILLION
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Total Number of Accounts505ACCOUNTS
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Average Account Value$192,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CO, FL, NE, NH, PA, TX, WY
Shannon Markle (CRD# 4358151) is an Investment Advisor Representative working at Markle Financial LLC in Laramie, WY and has over 23 years of experience in the finance industry.
Robert Teague (CRD# 4114764) is an Investment Advisor Representative working at Markle Financial LLC in Lancaster, PA and has over 24 years of experience in the finance industry.
Taylor Barton (CRD# 7337991) is an Investment Advisor Representative working at Markle Financial LLC in Laramie, WY and has over 2 years of experience in the finance industry.