Paige Marlow (CRD# 5111800) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockwood Wealth Management | New Hope, PA | Dec 2017 - Current | 6 |
| Rockwood Wealth Managment | New Hope, PA | Dec 2017 - Current | 6 |
| Leonard Brodsky & Associates/ Commonwealth Financial | New Hope, PA | May 2016 - Nov 2017 | 1 |
| None | Washington Crossing, PA | Jan 2016 - May 2016 | < 1 |
| Merrill Lynch | Yardley, PA | Aug 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
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 Management1,776MILLIONS
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Total Number of Accounts3,935ACCOUNTS
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Average Account Value$451,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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