Marion S. Fowler
Professional summary
Marion Stephenson Fowler IV, CFP®, who also goes by Marion Stephenson Fowler, Stephen Fowler, is a registered financial advisor currently at FOWLER WEALTH MANAGEMENT located in Lake City, South Carolina.
Marion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Marion has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marion Stephenson Fowler IV's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
July 23, 2024 - Present
FOWLER WEALTH MANAGEMENT
Office #1: 144 W Main Street, Lake City, SC 29560February 23, 2017 - June 7, 2024
WEBSTERROGERS FINANCIAL ADVISORS, LLC
August 20, 2013 - January 10, 2017
EDWARD JONES
May 31, 2013 - January 10, 2017
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/23/2024)
Exams
Current Firm
FOWLER WEALTH MANAGEMENT
CRD#: 332158 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 11,280,453 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FOWLER WEALTH MANAGEMENT
CRD#: 332158Lake City, SC 29560TRUST BUT VERIFY
Monitor Marion Fowler
Get automatic monthly alerts on:
