Unclaimed Profile

Marilynn Sue Echols

HAZLETT, BURT & WATSON, INC.·WHEELING, West Virginia

HAZLETT, BURT & WATSON, INC.

1300 CHAPLINE STREET, WHEELING, WV 26003CRD# 818946Firm CRD# 396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marilynn Sue Echols · WHEELING, WV

Registration

CRD #818946 · HAZLETT, BURT & WATSON, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Marilynn Sue Echols is a registered financial advisor based in WHEELING, West Virginia, affiliated with HAZLETT, BURT & WATSON, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HAZLETT, BURT & WATSON, INC.

SECURITY CAPITAL MANAGEMENT

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HAZLETT, BURT & WATSON, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 818946

Firm CRD# 396

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marilynn Sue Echols offer?

Marilynn Sue Echols specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHEELING, West Virginia for a consultation.

What are Marilynn Sue Echols's credentials?

Marilynn Sue Echols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marilynn Sue Echols located?

Marilynn Sue Echols is based in WHEELING, West Virginia, working with HAZLETT, BURT & WATSON, INC.. Their office serves clients in the WHEELING metropolitan area and surrounding communities.

How does Marilynn Sue Echols charge for services?

Marilynn Sue Echols's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAZLETT, BURT & WATSON, INC.?

HAZLETT, BURT & WATSON, INC. has approximately 21 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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