Kurt Marlow, financial advisor Elyria OH
93 score

Kurt Marlow

CRD Number: 3013266
Current Firm: The Huntington Investment Company

Kurt Marlow (CRD# 3013266) is an Investment Advisor Representative working at The Huntington Investment Company in Elyria, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Mentor, OH Feb 2017 - Current 1
Lpl Financial LLC Chardon, OH Sep 2013 - Current 4
Firstmerit Financial Services, Inc. Chardon, OH Jan 2010 - Sep 2013 3
Firstmerit Advisors, Inc. Akron, OH Jan 2010 - Sep 2013 3
Invest Financial Corporation Chardon, OH May 2007 - Jan 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Kurt A. Marlow
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    888
    MILLIONS
  • Total Number of Accounts
    6,878
    ACCOUNTS
  • Average Account Value
    $129,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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