Timothy Marshall (CRD# 4443939) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has over 22 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors - Ic, LLC | State College, PA | Jan 2020 - Current | 4 |
| Mariner Wealth Advisors, LLC | State College, PA | Mar 2018 - Dec 2019 | 1 |
| Urish Popeck & Company LLC | State College, PA | Jan 2007 - Dec 2018 | 11 |
| Vantage Investment Advisors | State College, PA | Jul 2016 - Sep 2018 | 2 |
| Global Wealth Consultants, LLC | Naples, FL | Sep 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Other
CO, FL, IA, KS, MN, MO, NE, NH, OR, PA, SD, TX, VA, WI
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