Douglas Marion, financial advisor Cornelius NC

Douglas Marion

CRD Number: 5766253
Current Firm: Everstar Asset Management, LLC

Douglas Marion (CRD# 5766253) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Cornelius, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Everstar Asset Management, LLC Mooresville, NC Nov 2023 - Current < 1
Advanced Wealth Strategies, Inc. Cornelius, NC Jan 2013 - Current 11
Alphastar Capital Management, LLC Cornelius, NC Mar 2016 - Oct 2023 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for Douglas G. Marion
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $187,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, IA, IL, NC, OH, PA, SC, TX, VA

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