Todd Marvin, financial advisor Wilmington DE

Todd Marvin

CRD Number: 1702687
Current Firm: Marvin & Palmer Associates

Todd Marvin (CRD# 1702687) is an Investment Advisor Representative working at Marvin & Palmer Associates in Wilmington, DE and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Marvin & Palmer Associates, Inc. Wilmington, DE Jun 1991 - Current 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Todd D. Marvin
Phone Number: 302-573-3570
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $8,628,264
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

DE

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