Kurt Marlow (CRD# 3013266) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 26 years of experience in the finance industry. Kurt Marlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Mentor, OH | Feb 2017 - Current | 7 |
| Lpl Financial LLC | Chardon, OH | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- OH
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
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