Keith Patrick Marshall

Employer firm

Hurley Financial Group, Inc. CRD 108983

$407M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 06/2020
  Geneos Wealth Management
  Corvallis, OR
• 05/2014 → 06/2020
  Hurley Financial Group
  Corvallis, OR
• 06/2020 → Present
  Geneos Wealth Management Inc
  Corvallis, OR
• 06/2020 → Present
  Hurley Financial Group
  Corvallis, OR

Other Businesses

1) DBA/IAR: WILL WORK under HURLEY FINANCIAL GROUP LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2) OnBelay Ministries Inc - Board Member. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 4) MARSHALL FAMILY INVESTMENTS INC. 5) NOTARY PUBLIC. 6) SANTIAM CHRISTIAN SCHOOL-BOARD MEMBER.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-02

Designations

• Certified Financial Planner