Marlow Felton (CRD# 4784040) is an Investment Advisor Representative working at Summit Global Investments, LLC in Englewood, CO and has over 19 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners | Scottsdale, AZ | Nov 2023 - Current | < 1 |
| Marlow Felton | Englewood, CO | Sep 2023 - Current | < 1 |
| Summit Global Investments | Bountiful, UT | Sep 2023 - Current | < 1 |
| Impact Legacy LLC | Englewood, CO | Nov 2021 - Current | 2 |
| The Thompson Group | Indianapolis, IN | Jul 2018 - Current | 5 |
| 247 Properties, LLC | Castle Rock, CO | Jul 2012 - Current | 11 |
| Couples Money, LLC | Castle Rock, CO | May 2011 - Current | 13 |
| Author | Castle Rock, CO | May 2011 - Current | 13 |
| Piper Financial Inc. | Greenwood Village, CO | Jun 2010 - Current | 13 |
| Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Jan 2012 - Sep 2023 | 11 |
| Author | Highlands Ranch, CA | Apr 2011 - Jan 2023 | 11 |
| Star Denver | Greenwood Village, CO | Aug 2018 - Dec 2022 | 4 |
| Syracuse, LLC | Greenwood Village, CO | Oct 2017 - Apr 2022 | 4 |
| Warner Pacific | Greenwood Village, CO | Nov 2018 - Nov 2020 | 2 |
| Colonial Life | Centennial, CO | Nov 2017 - Nov 2020 | 3 |
| Roper Insurance | Englewood, CO | Mar 2016 - Nov 2020 | 4 |
| Tcm Enterrises | Castle Rock, CO | Dec 2015 - Oct 2018 | 2 |
| Jonathan Manske | Highlands Ranch, CO | Aug 2010 - Oct 2018 | 8 |
| Wave Financial Partners, Inc. | Aurora, CO | Apr 2013 - Jun 2016 | 3 |
| Powr Network | Denver, CO | Apr 2013 - Jun 2016 | 3 |
| Buehler Insurance Agency | Lakewood, CO | Jun 2009 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- CO
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Total Assets Under Management2,029MILLIONS
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Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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