Advisor profile


My approach

Marshall L Felker III - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Marshall L Felker III - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Graduated from LeTourneau University in 1996
  • Bachelor of Science - Business Management