Kent MarkleCRD Number: 1810952
Current Firm: Bill Few Associates, Inc.
Kent Markle (CRD# 1810952) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 29 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Bill Few Associates, Inc.||Pittsburgh, PA||May 2005 - Current||12|
|Bdm&o Financial Group||Pittsburgh, PA||Jan 2004 - Current||13|
|Bill Few Securities, Inc.||Pittsburgh, PA||Jan 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management790MILLIONS
Total Number of Accounts2,921ACCOUNTS
Average Account Value$270,455
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV