Douglas
Marlow
Stephens Consulting, LLC
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About this Advisor
Douglas Marlow is a certified financial planner and chartered financial consultant who works out of Flint, Michigan with a total of 1 year of relevant experience. Marlow currently works for Stephens Consulting, LLC. Marlow has gained experience at Tiaa, Cuso Financial Services, Lp, Fidelity Personal And Workplace Advisors, Ally Invest Advisors, Stephens Consulting, LLC and Upticks Coaching. Marlow holds Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Michigan, North Carolina and Texas. Stephens Consulting, LLC is a business that has its headquarters in Flint, MI. It has offices in eight locations and a total of 26 people on staff. It controls $718 million in assets under management between its 2,600 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 2,600 client accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice largely vary depending on the financial services provided. Fee types billed by Stephens Consulting, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Consulting, LLC Brokerage Details
$717,894,889
26
2,600
$276,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Douglas Marlow Work History
Douglas has been registered as a financial advisor for 1 years.*
Stephens Consulting, LLC
Ally Invest Advisors
Upticks Coaching
Fidelity Personal And Workplace Advisors
Cuso Financial Services, Lp
Upticks Coaching
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Marlow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens Consulting, LLC
Flint, MI
Flint, MI
Flint, MI
Grosse Pointe, MI
Flint, MI
Tampa, FL
Flint, MI
Charlevoix, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
