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Marshall Goins

Advisor at Clarion Advisors Inc.

Updated today
Clarion Advisors Inc. logo

Firm

Clarion Advisors Inc.

Location

Auburn, CA 95603

Credentials

Series 63, Series 66

Industry experience

13 years

About

Marshall Goins is a financial advisor at Clarion Advisors Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Clarion Advisors since 2012. He is also the owner and managing member of Mason Morgan Investments, LLC. Clarion Advisors Inc. provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $110.9 million across 882 accounts. The firm emphasizes long-term trading informed by multiple methods of analysis and maintains an unusually high client-to-advisor ratio.

Client services

Based on Clarion Advisors Inc.

Portfolio management

Expertise

Based on Clarion Advisors Inc.

Real estate investing Passive / index investing Active portfolio management

Fee options

Percentage

1.00% annually

Location

1519 Lincoln Way

Auburn, CA 95603

Most active in

Arizona · California · Tennessee · Texas

Work history

Clarion Advisors

2012 - Present (14 years)

Mason Morgan Investments

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan D

Series 63, Series 65

Loomis, CA

JC Financial Services

College savings (529s, UTMA, etc.) Cash flow / budgeting
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James S

Series 63, Series 65

Roseville, CA

Covered Edge Asset Management, LLC

Options & derivatives strategies
user avatar

Walter R

CFP®, Series 65

Newcastle, CA

Castellan Financial Advisors

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General tax planning
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Daniel M

CFP®, CFA®, ChFC®, Series 66

Rocklin, CA

McCurdy Financial Solutions

College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting Charitable giving & philanthropy Social Security optimization Founder/Business Owner Retired
user avatar

Keith H

Series 63, Series 65

Auburn, CA

Hentch Solutions

Wealth management

Neil P

CFP®, CFA®

Roseville, CA

Olivehurst Advisors LLC

I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock. I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values. I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey. I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.

Business ownership considerations Business Financial Management Wealth management Founder/Business Owner Established Professionals
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