Markle Financial LLC
Markle Financial LLC (CRD# 302088) is a financial advisory firm headquartered in Laramie, WY. They manage $97,301,261 in 505 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management97MILLION
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Total Number of Accounts505ACCOUNTS
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Average Account Value$192,676
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, NE, NH, PA, TX, WY
Financial Advisors at Markle Financial LLC
1
Shannon Markle (CRD# 4358151) is an Investment Advisor Representative working at Markle Financial LLC in Laramie, WY and has over 23 years of experience in the finance industry.
2
Taylor Barton (CRD# 7337991) is an Investment Advisor Representative working at Markle Financial LLC in Laramie, WY and has over 2 years of experience in the finance industry.
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