KB
Katharine Booth Marvel
CRD 2368706
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Marvel Financial Planning, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Marvel Financial Planning, Inc.
Chief Compliance Officer, President, And Managing Member · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗