Marianne Rechelle Durham
Investment Adviser Representative at HF Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marianne Rechelle Durham is an investment adviser representative with HF Advisory Group, LLC in Lake Forest, CA, where they have been registered since 2021. They have worked in the securities industry since 2013 and have been registered with 5 firms, including Silversage Advisors and Purus Wealth Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Purus Wealth Management, LLCAug 2016 – Jun 2017Newport Beach, CA
- Silversage AdvisorsNov 2017 – no end date reportedIrvine, CA
- Geneos Wealth ManagementNov 2017 – Aug 2020Centennial, CO
- UnemployedJul 2017 – Oct 2017Newport Beach, CA
- Foundation FOR Financial EducationAug 2020 – no end date reportedRockville, MD
- HF Advisory Group, LLCMar 2021 – no end date reportedNewport Beach, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HF Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning and investment management services, including a 7-step financial planning process covering goal setting, data gathering, plan creation, implementation, and monitoring, with expertise in estate planning, insurance, investments, taxes, employee benefits, and retirement planning
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Annapolis, MD
- SEC file number:
- 801-125758
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 10, 2026
View full firm profileOther advisors at HF Advisory Group, LLC
1 other advisor in the directory
View HF Advisory Group, LLC firm profileSimilar advisors in Lake Forest, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marianne Rechelle Durham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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