Monique Marshall (CRD# 2582410) is an Investment Advisor Representative working at Life By Design Investment Advisory Services in Dana Point, CA and has over 29 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Life By Design Investment Advisory Services | Dana Point, CA | Feb 2015 - Current | 9 |
| Advisory Services Network, LLC | Atlanta, GA | Dec 2015 - Jun 2019 | 3 |
| J. W. Cole Advisors, Inc. | Tampa, FL | May 2013 - Dec 2015 | 2 |
| J.w. Cole Financial, Inc. | Santa Ana, CA | May 2013 - Dec 2015 | 2 |
| Financial Advisers Of America, LLC | Carlsbad, CA | Apr 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- CA
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Total Assets Under Management35MILLIONS
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Total Number of Accounts109ACCOUNTS
-
Average Account Value$318,116
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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