Katharine Marvel
Advisor at Encircle Financial Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Encircle Financial Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Encircle Financial Strategies
2017 - Present (9 years)
Wealth Advisory Solutions, LLC
2017 - Present (9 years)
National Planning Corporation
2013 - 2017 (4 years)
Advantage Investment Management Llc
2009 - 2017 (8 years)
Marvel Financial Planning, Inc.
2001 - Present (25 years)
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