Keith Marshall (CRD# 6160543) is an Investment Advisor Representative working at Hurley Financial Group, Inc. in Corvallis, OR and has over 8 years of experience in the finance industry. Keith Marshall 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# 2795104
True Private Wealth Advisors, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Corvallis, OR | Jun 2020 - Current | 3 |
| Hurley Financial Group | Corvallis, OR | Jun 2020 - Current | 3 |
| Geneos Wealth Management | Corvallis, OR | May 2014 - Jun 2020 | 6 |
| Hurley Financial Group | Corvallis, OR | May 2014 - Jun 2020 | 6 |
| Fiserv | Corvallis, OR | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- OR
-
Total Assets Under Management302MILLIONS
-
Total Number of Accounts1,512ACCOUNTS
-
Average Account Value$199,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, ID, OR, TX, WA
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