Stewart & Associates
About this Advisor
Richard Marshall is a certified financial planner who works out of Missoula, Montana, who has been in the advisory business for 21 years. Marshall is an advisor for Stewart & Associates. Over the course of their career, they have held roles at Stewart & Associates, Pllc and F. Stewart & Associates, Pc. Marshall maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Montana. Stewart & Associates is an advisory firm operating in Missoula, Montana. It handles $65 million in assets among its 54 accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 54 client accounts, 52% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Stewart & Associates performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Stewart & Associates likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stewart & Associates Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Richard Marshall Work History
Richard has 21 years of experience.
Stewart & Associates, Pllc
F. Stewart & Associates, Pc
Richard Marshall has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stewart & Associates