Marlin B. Stovesand
Professional summary
Marlin Bryce Stovesand, CFP®, who also goes by Marlin Stovesand, is a registered financial advisor currently at PLATFORM WEALTH ADVISORS located in Goleta, California.
Marlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Marlin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marlin Bryce Stovesand's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
April 8, 2024 - Present
PLATFORM WEALTH ADVISORS
Office #1: 70 Santa Felicia Drive, Goleta, CA 93117September 1, 2017 - April 2, 2024
WALPOLE FINANCIAL ADVISORS, LLC
November 29, 2016 - February 27, 2017
PLANMEMBER SECURITIES CORPORATION
Primary Firm SEC Registration
PLATFORM WEALTH ADVISORS
CRD#: 329313 / SEC#: 801-129811
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2024)
(4/8/2024)
Exams
Current Firm
PLATFORM WEALTH ADVISORS
CRD#: 329313 / SEC#: 801-129811
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 557 |
| AUM (Assets Under Management) | $ 328,607,632 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 |
Red Flags
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