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Timothy Marshall

21 Years of Experience
State College, PA

Timothy Marshall is a registered investment advisor at Mariner Wealth, based in State College, PA, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
59 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1375 Martin St., Suite 200, State College, PA, 16803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mariner Wealth
February 2020 - Present · 6 yrs 7 mos
Previous Registrations
Mariner Wealth Advisors
March 2018 - February 2020 · 1 yr 11 mos
Mariner Wealth Advisors
August 2016 - October 2018 · 2 yrs 2 mos
Global Wealth Consultants, LLC
October 2012 - July 2016 · 3 yrs 9 mos
H.D. Vest Advisory Services, INC
January 2005 - September 2012 · 7 yrs 8 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Timothy Marshall - Financial Advisor | TrueAdvisor