Position:
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®:
Jul 2023 - Current
Nov 2021 - Jul 2023
Mar 2020 - Oct 2021
Jan 2018 - Jan 2019
Mar 2017 - Jan 2018
Mar 2014 - Mar 2017
CFP Certification Professional Education Program at College for Financial Planning
Bachelor's degree at Rhode Island College
What is David Marion CFP®'s minimum period of employment in the companies?
David Marion CFP®'s minimum period of employment in various companies is 10 months.What is David Marion CFP®'s average duration of employment for different companies?
On average, David Marion CFP® works for one company for 1 year 7 monthsWhat industries has David Marion CFP® worked in?
David Marion CFP® works in the Financial Services.What positions has David Marion CFP® held before?
Previously, David Marion CFP® worked as a Personal Investing Client Services Team Lead, and AVP, Financial Solutions Advisor, and Vice President; Merrill Edge Sales; Client Relationship Team Manager, and Vice President; Merrill Edge Sales; Financial Priorities Team Manager, and Vice President; Merrill Edge Sales; CD/IRA Team Manager.How do I contact David Marion CFP®?
David Marion CFP®'s phone number is +1-***-***-8514. Sign up to get contact details.Who is the Chairman & CEO of the Fidelity Investments?
The Chairman & CEO of the Fidelity Investments is Abigail P. JohnsonSignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.