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Marlin Bryce Stovesand

Platform Wealth Advisors

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About Marlin Bryce Stovesand

Marlin Stovesand is a financial advisor with Platform Wealth Advisors. Marlin has been in the industry since 2016 and has experience in providing financial planning, pension consulting and selecting other advisors. Marlin has a Certified Financial Planner designation. Marlin is registered in California and Texas as an Investment Advisor Representative.

Firm Information

Marlin Stovesand is currently registered with Platform Wealth Advisors. Platform Wealth Advisors is an investment advisor based in Holladay, UT. They offer a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. The firm manages approximately $295.1 million in assets for a variety of clients, including individuals, businesses, charitable organizations, and pension plans.
Platform Wealth Advisors

6510 S. MILLROCK DR

HOLLADAY, UT 84121

$295.12M

Assets Under Management

18

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Marlin Stovesand’s Registration & Firm History

UT

04/08/2024 - Present

Platform Wealth Advisors (HOLLADAY UT)

CA

11/29/2016 - 02/27/2017

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

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Licenses & Designations

IA

Issued 04/03/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marlin Bryce Stovesand.
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