Paul
Marshall
Swbc Investment Company
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About this Advisor
Paul Marshall is a financial advisor based in San Antonio, Texas, working with Swbc Investment Company. Paul has previously held positions at Advisors Asset Management, Inc, Swbc Investment Services, LLC, and Swbc Investment Company. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Paul is part of Swbc Investment Company, which operates out of San Antonio, Texas. The firm has 7 offices and 35 employees. The firm manages assets totaling $345.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Swbc Investment Company includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Swbc Investment Company Brokerage Details
$345,837,406
35
250
$1,383,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Marshall Work History
Swbc Investment Services, LLC
Swbc Investment Company
Advisors Asset Management, Inc
Disclosures
Please visit the SEC profile of Paul 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 Swbc Investment Company
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Richardson, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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