Erin Lindsay Britton
Investment adviser representative at Marion Wealth Management
12 yearsExperience
1 stateRegistered in
$543.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Marion Wealth Management, LLCDec 2023 to now
- N/aApr 2023 to Dec 2023
- UBS Financial Services IncDec 2016 to Apr 2023
- UBS SecuritiesJan 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Marion Wealth Management
Legal name: Marion Wealth Management, LLC
$543.4MAssets managed
456Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5735564
- Firm CRD
- 315730