William Marsh, financial advisor Florence SC

William Marsh

CRD Number: 7068759
Current Firm: Northwestern Mutual Investment Services,llc

William Marsh (CRD# 7068759) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Florence, SC and has over 4 years of experience in the finance industry.

Similar Advisors
Sharon Ackerman, financial advisor Florence SC
Sharon Ackerman
CRD# 6878387
Edward Jones
Similar Advisors
Ashley Alexander, financial advisor Florence SC
Ashley F. Alexander
CRD# 4793130
Raymond James & Associates, Inc.
Similar Advisors
Virginia Allen, financial advisor Florence SC
Virginia S. Allen
CRD# 2458661
Janney Montgomery Scott LLC
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2023 - Current 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2023 - Current 1
Northwestern Mutual Investment Services LLC Columbia, SC Jan 2023 - Current 1
Edward Jones Florence, SC Feb 2019 - Jan 2023 3
American Family Life Assurance Co Myrtle Beach, SC Jun 2012 - Feb 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for William A. Marsh
Phone Number: 866-950-4644
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.