MF
MF

Marion Slemp Fleshman

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,153 clients
Average Client Portfolio
$86K average
Assets Under Management
$99.5M

Fee Structure

Minimum Investment:$5K
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Location

115 E. Main Street, Marion, VA, 24354

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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 Activities

Marion is a bookkeeper for Rye Valley Water Authority, dedicating about 10-20% of their time. Marion also owns 5% of Duchess Dairy Products, attending annual meetings and spending minimal time on this activity.

Employment History
Current Registrations
Capital Advisor Network
July 2019 - Present · 6 yrs 7 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.