MH
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Marlin Howley

19 Years of Experience
Jacksonville Beach, FL
BrokerSells Insurance

Marlin Howley is a registered investment advisor at Independent Financial Partners, based in Jacksonville Beach, FL, with 19 years of industry experience. Marlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
320 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.

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Location

492 Osceola Ave, Jacksonville Beach, FL, 32250

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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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Other Business ActivitiesSells Insurance

Marlin owns Postillion Wealth Management, LLC, focusing on investment management, securities, annuities, and fixed/variable insurance, dedicating full-time hours. He also owns Postillion Insurance Services, LLC as a producing agent for fixed insurance, spending a few hours per week.

Employment History
Current Registrations
Ifp Securities, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Independent Financial Partners
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
LPL Financial LLC
September 2009 - July 2019 · 9 yrs 10 mos
LPL Financial LLCBroker
September 2009 - July 2019 · 9 yrs 10 mos
Mutual Service Corporation
July 2008 - September 2009 · 1 yr 2 mos
Mutual Service CorporationBroker
July 2008 - September 2009 · 1 yr 2 mos
American General Securities Incorporated
June 2006 - July 2008 · 2 yrs 1 mo
American General Securities IncorporatedBroker
May 2006 - July 2008 · 2 yrs 2 mos
State Registrations23 states
ALARAZCACOCTDEFLHIKYLAMDMSNCNJNVOHPATNTXVAWAWV
AdvisorBrokerBoth

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.
Marlin Howley - Financial Advisor | TrueAdvisor