David Marion CFP®: Email & Phone Number
Opt-OutPosition:
Planning & Advice lead at Fidelity Investments
Location:
Lincoln, Rhode Island, United States
Found email addresses for David Marion CFP®:
Found phone for David Marion CFP®:
A different David Marion CFP®?
Sign up to search for other David Marion CFP®'s across our 850M+ professionals databaseWork Experience 12 years
Jul 2023 - Current
Nov 2021 - Jul 2023
Mar 2020 - Oct 2021
Jan 2018 - Jan 2019
Mar 2017 - Jan 2018
Mar 2014 - Mar 2017
Their professional focus is Financial Advisory, Financial Goals, and Financial Planning across 3 core areas.
David holds DACFP Certificate in Blockchain and Digital Assets, Certified Financial Planner (CFP), and DACFP Advanced Certificate in Blockchain and Digital Assets: Financial Advisor Track certifications.
Education
CFP Certification Professional Education Program at College for Financial Planning
Bachelor's degree at Rhode Island College
Other employees at Fidelity Investments
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