Marion Fleshman, financial advisor Marion VA

Marion Fleshman

CRD Number: 7110454
Current Firm: Capital Advisor Network

Marion Fleshman (CRD# 7110454) is an Investment Advisor Representative working at Capital Advisor Network in Marion, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Advisor Network, LLC Lafayette, IN Apr 2019 - Current 3
Evans Financial Services Marion, VA Sep 2012 - Apr 2019 6
Slemp Creek Jerseys Sugar Grove, VA Oct 1993 - Mar 2019 25
Duchess Dairy Products Rural Retreat, VA Oct 2009 - Sep 2018 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Marion S. Fleshman
Phone Number: 765-588-1647
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    885
    ACCOUNTS
  • Average Account Value
    $114,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IA, IL, IN, KY, LA, MI, MO, NH, TN, TX, VA, WI

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