Annette MarshallCRD Number: 1989429
Current Firm: Globalt Investments
Annette Marshall (CRD# 1989429) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 28 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Globalt Investments||Atlanta, GA||Oct 2021 - Current||< 1|
|Triad Advisors||Norcross, GA||Apr 2019 - Oct 2021||2|
|Ics Group||Hartford, CT||Jun 2018 - Apr 2019||< 1|
|Unemployed||Fayetteville, GA||Aug 2016 - May 2018||1|
|Atlanta Life Investment Advisors, Inc.||Atlanta, GA||Jan 2006 - Jul 2016||10|
|Herndon Capital||Atlanta, GA||Oct 2005 - Jul 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1994|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts4,103ACCOUNTS
Average Account Value$738,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY
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