Timothy
Marshall

Mariner Wealth

CRD#4443939
Investment Advisor
in State College, PA

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About this Advisor

Timothy Marshall is a financial advisor based in State College, Pennsylvania, working with Mariner Wealth. Timothy has previously held positions at Urish Popeck & Company LLC, Global Wealth Consultants, LLC, Vantage Investment Advisors, Mariner Wealth Advisors - Ic, LLC, and Mariner Wealth Advisors, LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Timothy is part of Mariner Wealth, which operates out of State College, Pennsylvania. The firm has 37 employees and offers various services. The fee structure at Mariner Wealth includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Other

Fee Structure

Others

Office Location

1375 Martin St. Suite 200
State College, PA 16803

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Mariner Wealth Brokerage Details

Total Number of Employees

37

PA Average: 44

Investment Advisory Services

  • Other

Timothy Marshall Work History

2020 - Present (4 years)

Mariner Wealth Advisors - Ic, LLC

2018 - 2019 (1 year)

Mariner Wealth Advisors, LLC

2016 - 2018 (2 years)

Vantage Investment Advisors

2012 - 2016 (4 years)

Global Wealth Consultants, LLC

2007 - 2018 (11 years)

Urish Popeck & Company LLC

Disclosures

Please visit the SEC profile of Timothy 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 Mariner Wealth

Jonathan Fortin
Leawood, KS
Joan Morrow
Leawood, KS
Patrick Calvert
Leawood, KS
Kalen Richey
Leawood, KS
Theodore Korver
Lenexa, KS
Joshua Honn
Leawood, KS
Daniel Stearns
Leawood, KS
Jordan Downey
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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