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President, Chief Compliance Officer · Clarion Advisors Inc.

Marshall D. Goins

CRD 5332818 · Named on Form ADV at one SEC-registered adviser

At a glance

Clarion Advisors Inc., an SEC-registered wealth manager based in Auburn, CA with $134 million in regulatory assets, lists Marshall D. Goins on its Form ADV as President, Chief Compliance Officer, a control person.

Firms and roles

  • Clarion Advisors Inc.President, Chief Compliance OfficerWealth manager · Auburn, CA · $134M in regulatory assets

AtlasMembers

Marshall’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marshall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.