Best Investors Account Sign in

Edward Mitchell Marion

Private Client Services, LLC

Columbia, SC

Appleton, WI

Claim This Profile
Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-01-28
  • SC RA
    APPROVED
    Since 2022-01-28

Branch Locations

2009 Lincoln St, Columbia, SC 29201 • United States

4351 West College Ave Suite 420, Appleton, WI 54914 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Columbia SC 10/2010 12/2021
Private Client Services Columbia SC 01/2022 Present
  • 10/2010 → 12/2021
    Lpl Financial Llc
    Columbia, SC
  • 01/2022 → Present
    Private Client Services
    Columbia, SC
Previous Registrations
  • 2012-06-11 → 2021-12-15
    Lpl Financial Llc
    Columbia, SC
    Columbia, SC
    Mooresville, NC
Other Businesses

MARION INVESTMENT ADVISORS, LLC. 2009 LINCOLN STREET, COLUMBIA, SC 29201. SECURITIES AND INSURANCE. PRESIDENT. 200 HRS/MO; 200 DURING TRADING HRS. ECHELON HOLDINGS LLC. OWN REAL ESTATE. 50% PARTNER. GENERAL ADMIN AND MAINTAINACE. 10 HRS/MO; 0 DURING TRADING HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-04
S63 Uniform Securities Agent State Law Examination 2008-10-15
  • S66 Uniform Combined State Law Examination
    2012-06-04
  • S63 Uniform Securities Agent State Law Examination
    2008-10-15
Other Names
  • Edward Marion

View on SEC IAPD

Other Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
EDWARD JONES
CAPITAL CONSULTING GROUP, INC
BEERS KIGHT FINANCIAL ADVISORS, LLC

Other Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES
DAVID SAMUEL PALKOVITZ
CHARLES BAYS FLOWERS
SUSAN AMICK MCCANTS
XIMENA ALEXANDRA CHASTAIN
CORINNE SHERIDAN HANNA

Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC

More in Columbia, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor