Robert
Marshall
W&S Brokerage Services, Inc
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About this Advisor
Robert Marshall is a financial advisor based in Saint Louis, Missouri, who has 1 year of relevant experience. Marshall is an employee of W&S Brokerage Services, Inc. Marshall has gained experience at Patrick Thomas LLC, Transamerica Financial Advisors, Inc, Mutual Of Omaha, Allstate Financial, Massmutual, The Life Insurance Sales Academy, W&S Brokerage Services and Western & Southern Life. Marshall has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Missouri. W&S Brokerage Services, Inc is a registered investment business that has its headquarters in Cincinnati, OH. It has offices in 50 locations and a total of 71 advisors. It manages $54 million in assets under management between its 233 client accounts, making it one of the smaller firms in the nation by assets under management. W&S Brokerage Services, Inc has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely are based on which services the firm provides the client. Fee types billed by W&S Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$53,837,000
71
233
$231,060
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Marshall Work History
Robert has been registered as a financial advisor for 1 years.*
W&S Brokerage Services
Western & Southern Life
The Life Insurance Sales Academy
Massmutual
Transamerica Financial Advisors, Inc
Mutual Of Omaha
Allstate Financial
Patrick Thomas LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert 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 W&S Brokerage Services, Inc
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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