Steven Glenn Murlin
AIF®Professional Summary
Steven Glenn Murlin, AIF®, who also goes by Steve Murlin, is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Steven has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Murlin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
Contact Information
Main Address
5200 Rings Road, Dublin, OH 43017Phone Number
(614) 717-9705# of Employees
59SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,105AUM (Assets Under Management)
$2,464,105,196Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
State Registrations and Notice Filings
(4/1/2010)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Glenn Murlin's CRS (Customer Relationship Summary).
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