Marshall FletcherCRD Number: 5273372
Current Firm: Cambridge Investment Research Advisors, Inc.
Marshall Fletcher (CRD# 5273372) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gastonia, NC and has over 16 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2023 - Current||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2023 - Current||< 1|
|Lincoln Financial Securities||Charlotte, NC||Jul 2008 - May 2023||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management82,428MILLIONS
Total Number of Accounts461,370ACCOUNTS
Average Account Value$178,659
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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