Marlo StilCRD Number: 1230124
Current Firm: The Wealth Consulting Group
Marlo Stil (CRD# 1230124) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 33 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Lpl Financial, LLC||Rancho Mirage, CA||Nov 2014 - Current||3|
|The Wealth Consulting Group||Rancho Mirage, CA||Nov 2014 - Current||3|
|Metlife Securities Inc.||Irvine, CA||Dec 2008 - Nov 2014||5|
|Retired||Solana Beach, CA||Oct 2000 - Dec 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management1,223MILLIONS
Total Number of Accounts5,791ACCOUNTS
Average Account Value$211,187
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI