Hallie
Marshall

Spire Wealth Management, LLC

CRD#5842223
Investment Advisor
in Silver City, MS

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About this Advisor

Hallie Marshall is a financial advisor based in Silver City, Mississippi, working with Spire Wealth Management, LLC. Hallie has previously held positions at Hollywood Feed, Lpl Financial, Commonwealth Financial Network, Gwm Advisors, LLC, Prosperity Capital Advisors, Spire Securities, Jefferson Society For The Prevention Of Cruelty To Animals (SPCA), Lpl Financial, LLC, and Jefferson Feed Pet & Garden Center. Hallie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Mississippi. Currently, Hallie is part of Spire Wealth Management, LLC, which operates out of Silver City, Mississippi. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Silver City, MS

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,777,743,993

MS Average: $1,835,309,194
Total Number of Employees

165

MS Average: 32
Total Number of Accounts

15,951

MS Average: 1,458
Average Account Size

$299,526

MS Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Hallie Marshall Work History

2024 - Present (0 year)

Spire Securities

2021 - Present (3 years)

Prosperity Capital Advisors

2018 - 2021 (3 years)

Gwm Advisors, LLC

2018 - 2020 (2 years)

Jefferson Society For The Prevention Of Cruelty To Animals(Spca)

2018 - 2021 (3 years)

Lpl Financial, LLC

2018 - 2020 (2 years)

Jefferson Feed Pet & Garden Center

2015 - 2018 (3 years)

Commonwealth Financial Network

2014 - 2015 (1 year)

Lpl Financial

2013 - 2015 (2 years)

Hollywood Feed

Disclosures

Please visit the SEC profile of Hallie Marshall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spire Wealth Management, LLC

Nicholas Putnam
Bedminster, NJ
Carolyn Kitzel
Fort Lauderdale, FL
Tobia Pierce
Xenia, OH
Penny Dokken
Colorado Springs, CO
Conal Saturno-Sanjana
Mc Lean, VA
Kayla Johnson
Wilmington, NC
Zachary Joiner
Saint Louis, MO
Christopher Frederick
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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