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David Lee Marlin

Agdeavor Investments

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About David Lee Marlin

David Marlin is a registered investment advisor representative with Bolt Financial Group, Inc. and Agdeavor Investments. David has been in the industry since 2013 and is registered with the state of Ohio. David has worked as a pilot instructor for FlightSafety Services Corp. and has an active Series 65 license. David primarily works with high-net-worth individuals and provides portfolio management for both businesses and individuals.

Firm Information

David Marlin is currently registered with Agdeavor Investments. Agdeavor Investments is an investment advisory firm with 3 investment adviser representatives. They manage approximately $23,734,335 in assets for 164 clients, including 7 high-net-worth individuals and 61 individuals other than high-net-worth individuals. They provide portfolio management for businesses and individuals.

$23.73M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Marlin’s Registration & Firm History

OH

01/04/2019 - Present

Agdeavor Investments (WORTHINGTON OH)

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Licenses & Designations

IA

Issued 11/11/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lee Marlin.
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