Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Longview Financial Advisors, LLC 1 year, 11 months Jan 2018 - Present
Marin Financial Advisors LLC 14 years, 2 months Oct 2005 - Present
Marin Financial Advisors LLC 12 years, 2 months Oct 2005 - Dec 2017
Marin Financial Advisors 2 years, 6 months Mar 2003 - Sep 2005
Sebatical 6 months Aug 2002 - Feb 2003
Barclays Bank Plc 17 years, 5 months Feb 1985 - Jul 2002

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Timothy Harrington

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 21, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jan 10, 2011
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Marin Financial Advisors LLC

Last updated on March 30, 2017
    • $449.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 809
      Accounts
    • $555.7K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements