Marion
Fowler

Websterrogers Financial Advisors, LLC

CRD#6185209
Investment Advisor
in Florence, SC

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About this Advisor

Marion Fowler is a certified financial planner who works in Florence, South Carolina, who has 6 years of industry experience. Fowler is on the advisory team at Websterrogers Financial Advisors, LLC. Fowler has gained experience at Edward Jones and Websterrogers Financial Advisors, LLC. Fowler holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina and Texas. Websterrogers Financial Advisors, LLC is a company that has its headquarters in Florence, SC. The company has a total of nine employees. It administers $303 million in assets under management across its 704 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 704 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets. Websterrogers Financial Advisors, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Websterrogers Financial Advisors, LLC most likely include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1411 Second Loop Road
Florence, SC 29505-2801

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Websterrogers Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$303,163,694

SC Average: $646,059,043
Total Number of Employees

9

SC Average: 13
Total Number of Accounts

704

SC Average: 661
Average Account Size

$430,630

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Marion Fowler Work History

Marion has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Websterrogers Financial Advisors, LLC

2013 - 2017 (4 years)

Edward Jones

*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 Marion Fowler 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 Websterrogers Financial Advisors, LLC

Marion Fowler
Florence, SC
Drake Wright
Florence, SC
William Hardaway
Florence, SC
Carson Strom
Florence, SC
Jessica Harrington
Florence, SC
Alexander Rasmussen
Florence, SC
Amy Fisher
Florence, SC

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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