Keith Patrick Marshall
Investment adviser representative at Hurley Financial Group, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$406.5MFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Hurley Financial Group, Inc.May 2014 to now
- Geneos Wealth Management IncMay 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OR).
Hurley Financial Group, Inc.
$406.5MAssets managed
481Clients
4Advisers
26 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
- 6160543
- Firm CRD
- 108983