Unclaimed
Marlin R. Howley is a financial advisor registered with Independent Financial Partners, a firm with offices in Tampa, FL. Marlin R. Howley has been in the financial services industry since May 2006 and specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Marlin R. Howley has a wide range of experience in the financial services industry, including providing investment advice, securities brokerage, and insurance services. Marlin R. Howley has been affiliated with LPL Financial LLC and Mutual Service Corporation in the past.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
08/02/2019 - Present
Independent Financial Partners (Jacksonville Beach FL)
FL
09/08/2009 - 07/15/2019
LPL FINANCIAL LLC (JACKSONVILLE BEACH FL)
FL
07/25/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (JACKSONVILLE BEACH FL)
FL
05/16/2006 - 07/24/2008
AMERICAN GENERAL SECURITIES INCORPORATED (JACKSONVILLE BEACH FL)
BOTH
Issued 06/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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