Agdeavor Investments

Agdeavor Investments (CRD# 147340) is a financial advisory firm headquartered in Worthington, OH. They manage $23,734,335 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5701 N High Street, Suite 100, Worthington, OH 43085
http://www.agdeavorinvestments.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $144,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Agdeavor Investments
Showing 1 - 3 of 3 top financial advisors.
1
Shaun Carney, financial advisor Worthington OH
Shaun T. Carney
CRD#: 6827381
5701 N High Street, Suite 100, Worthington, OH 43085

Shaun Carney (CRD# 6827381) is an Investment Advisor Representative working at Agdeavor Investments in Worthington, OH and has over 6 years of experience in the finance industry.

2
David Marlin, financial advisor Worthington OH
David L. Marlin
CRD#: 6925672
5701 N High Street, Suite 100, Worthington, OH 43085

David Marlin (CRD# 6925672) is an Investment Advisor Representative working at Agdeavor Investments in Worthington, OH and has over 6 years of experience in the finance industry.

3
Larry Thompson, financial advisor Columbus OH
Larry E. Thompson
CRD#: 5539699
5898 Cleveland Avenue, Suite 201, Columbus, OH 43231

Larry Thompson (CRD# 5539699) is an Investment Advisor Representative working at Agdeavor Investments in Columbus, OH and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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