Gyasi Marshall (CRD# 6464787) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 7 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
401k Generation, Inc. | Altamonte Springs, FL | Sep 2016 - Current | 7 |
University Of Central Florida | Orlando, FL | Jun 2011 - May 2017 | 5 |
Pfs Investments Inc. | Orlando, FL | Jun 2015 - Dec 2016 | 1 |
Primerica Financial Services | Orlando, FL | Aug 2014 - Dec 2016 | 2 |
Equitypro, LLC | Orlando, FL | Jul 2015 - Jun 2016 | < 1 |
Sears | Orlando, FL | Jun 2014 - Oct 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- FL
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Total Assets Under Management139MILLIONS
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Total Number of Accounts179ACCOUNTS
-
Average Account Value$779,247
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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