Keith
Marshall

Hurley Financial Group, Inc

CRD#6160543
Investment Advisor
in Corvallis, OR

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About this Advisor

Keith Marshall is a certified financial planner working out of Corvallis, Oregon, with 7 years of relevant experience. Marshall is currently employed by Hurley Financial Group, Inc. During their career, the advisor has held roles at Geneos Wealth Management, Hurley Financial Group, Fiserv and Geneos Wealth Management Inc. Marshall has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Hurley Financial Group, Inc is an advisory company operating out of Corvallis, OR. It controls $231 million in assets between its 1,471 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,471 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets. Hurley Financial Group, Inc performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial management depend on which services the firm provides the client. Fee types charged by Hurley Financial Group, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

111 Sw 4Th Street
Corvallis, OR 97333

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Hurley Financial Group, Inc Brokerage Details

Total Assets Under Management

$231,338,565

OR Average: $1,120,203,312
Total Number of Employees

5

OR Average: 50
Total Number of Accounts

1,471

OR Average: 1,309
Average Account Size

$157,266

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Keith Marshall Work History

Keith has been registered as a financial advisor for 7 years.*

2020 - Present (4 years)

Geneos Wealth Management Inc

2020 - Present (4 years)

Hurley Financial Group

2014 - 2020 (6 years)

Geneos Wealth Management

2014 - 2020 (6 years)

Hurley Financial Group

2013 - 2014 (1 year)

Fiserv

*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 Keith Marshall 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 Hurley Financial Group, Inc

Keith Marshall
Corvallis, OR
Megan Schneider
Corvallis, OR
Dorann Hurley
Corvallis, OR

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.

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