Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Terrell Foxworth is a financial advisor who has been in the industry since 1998. Marion is currently registered with LPL Financial LLC and holds Series 7, Series 66 and SIE licenses. Marion has a strong background in financial planning and portfolio management. Marion has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Marion is committed to providing personalized financial advice that helps clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/09/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
05/15/2012 - 05/05/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ASHEVILLE NC)
NC
07/16/1999 - 05/17/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ASHEVILLE NC)
WI
07/16/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
09/10/1998 - 05/27/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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