Brian Givin (CRD# 3204343) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 24 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 |
---|---|---|---|
Marshall Investment Management, LLC | Littleton, CO | Jul 2019 - Current | 4 |
Lpl Financial, LLC | Littleton, CO | May 2019 - Current | 4 |
Early Retirement / Unemployed | Castle Pines, CO | Jul 2017 - May 2019 | 1 |
Fidelity Investments Institutional Services Company | Boston, MA | Jan 2000 - Jun 2017 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1999 |
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CO
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Total Assets Under Management222MILLIONS
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Total Number of Accounts954ACCOUNTS
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Average Account Value$232,337
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CO, FL, MD, MN, NC, NE, NH, NM, NY, SD, TX, VA
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