Steven
Murlin
Everhart Advisors
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About this Advisor
Steven Murlin is a financial advisor operating out of Dublin, Ohio with a total of 13 years of relevant experience. Murlin currently works for Everhart Advisors. The advisor has gained experience at Everhart Advisors, Cambridge Investment Research, Inc and Mid Atlantic Capital Corporation. Murlin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Everhart Advisors is a business headquartered in Dublin, OH. It has offices in two locations and a total of 45 people on staff. It administers $1 billion in assets across its 4,100 accounts, making it one of the bigger firms in the country by assets under management. Of its 4,100 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fees largely vary depending on the financial services provided. Fees charged by Everhart Advisors can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Everhart Advisors Brokerage Details
$1,084,743,953
45
4,100
$264,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Murlin Work History
Steven has been registered as a financial advisor for 13 years.*
Everhart Advisors
Mid Atlantic Capital Corporation
Cambridge Investment Research, Inc
*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 Steven Murlin 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 Everhart Advisors
Miamisburg, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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