Marlon Wesh, financial advisor North Attleboro MA

Marlon Wesh

CRD Number: 6676199
Current Firm: Wesh Financial

Marlon Wesh (CRD# 6676199) is an Investment Advisor Representative working at Wesh Financial in North Attleboro, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Suffolk University Boston, MA Nov 2018 - Current 2
Unemployed Boston, MA May 2018 - Nov 2018 < 1
Suffolk University Boston, MA Sep 2015 - May 2018 2
Bank Of America Merrill Lynch Boston, MA Jun 2017 - Aug 2017 < 1
Edward Jones Investments Boston, MA Jul 2016 - Apr 2017 < 1
United States Marine Corps Chicopee, MA Oct 2015 - Mar 2017 1
United States Marine Corps Chicopee, MA Dec 2011 - Aug 2015 3
United States Marine Corps Allentown, PA Dec 2008 - Nov 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Marlon Wesh
Phone Number: 2157912580
Registered State(s):
  • MA
Current Firm Details
Wesh Financial
Firm's CRD Number: 300417
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
Types of Clients
Registered States


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