Marlin Musser (CRD# 5620828) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ephrata, PA and has over 15 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Ephrata, PA | Jan 2017 - Current | 7 |
| H.d. Vest Advisory Services | Lititz, PA | Mar 2011 - Jan 2017 | 5 |
| H.d. Vest Investment Services | Ephrata, PA | Oct 2008 - Jan 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- PA
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, VT, WA, WI, WV, WY
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