Douglas
Marion
Everstar Asset Management, LLC
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About this Advisor
Douglas Marion is a financial advisor based in Cornelius, North Carolina, working with Everstar Asset Management, LLC. Douglas has previously held positions at Everstar Asset Management, LLC, Advanced Wealth Strategies, Inc, and Alphastar Capital Management, LLC. Douglas has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Douglas is part of Everstar Asset Management, LLC, which operates out of Cornelius, North Carolina. The firm has 1 office and 10 employees. The firm manages assets totaling $131.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars. The fee structure at Everstar Asset Management, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Everstar Asset Management, LLC Brokerage Details
$131,435,199
10
700
$187,765
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Douglas Marion Work History
Everstar Asset Management, LLC
Advanced Wealth Strategies, Inc
Alphastar Capital Management, LLC
Disclosures
Please visit the SEC profile of Douglas Marion 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 Everstar Asset Management, LLC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Mooresville, NC
Mooresville, NC
Cornelius, NC
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