Dustin Marlett
Dustin Marlett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8 N State Street, Suite 300, Lake Oswego, OR, 97034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dustin is an independent contractor for State & Shore Wealth Planning and State and Shore Advisors, LLC, spending about half his time or more on these activities. He also owns multiple rental properties and serves on the advisory board for NCCS, a non-profit school.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Edward Jones
Edward JonesBroker
State Registrations38 states
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