Alicia Marsh, financial advisor Dupont WA

Alicia Marsh

CRD Number: 7637932
Current Firm: First Command Advisory Services

Alicia Marsh (CRD# 7637932) is an Investment Advisor Representative working at First Command Advisory Services in Dupont, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
First Command Brokerage Services, Inc. Fort Worth, TX Jun 2023 - Current < 1
First Command Advisory Services , Inc. Fort Worth, TX Jun 2023 - Current < 1
First Command Insurance Services , Inc. Fort Worth, TX Jun 2023 - Current < 1
First Command Brokerage Service Inc. Fort Worth, TX Mar 2023 - Jun 2023 < 1
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Oct 2022 - Feb 2023 < 1
Tiaa Lewisville, TX Oct 2022 - Feb 2023 < 1
Patterns Of Hope Sherman, TX Nov 2021 - Feb 2023 1
Unemployed Sherman, TX Jun 2021 - Oct 2021 < 1
The Disney Store Dallas, TX Oct 2010 - May 2021 10
United Way Of Grayson County Sherman, TX Jul 2020 - Jan 2021 < 1
The Women's Gift Exchange Sherman, TX May 2017 - Jun 2020 3
Jo-ann Fabrics And Crafts Sherman, TX Apr 2017 - Nov 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2022
S66 NASAA Uniform Combined State Law Examination Jun 2023
Contact Info for Alicia J. Marsh
Phone Number: 817-731-8621
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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