Marlin MusserCRD Number: 5620828
Current Firm: Lincoln Financial Advisors Corporation
Marlin Musser (CRD# 5620828) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ephrata, PA and has over 9 years of experience in the finance industry.
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
Ic Advisory Services, Inc.
|Lincoln Financial Advisors Corporation||Ephrata, PA||Jan 2017 - Current||1|
|H.d. Vest Advisory Services||Lititz, PA||Mar 2011 - Jan 2017||5|
|H.d. Vest Investment Services||Ephrata, PA||Oct 2008 - Jan 2017||8|
|Envision Financial Services||Ephrata, PA||Oct 2008 - Jun 2010||1|
|Retired||Lititz, PA||Sep 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management15,326MILLIONS
Total Number of Accounts55,801ACCOUNTS
Average Account Value$274,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY