Michelle Marshall, financial advisor Georgetown TX
89 score

Michelle Marshall

CRD Number: 6204337
Current Firm: Edward Jones

Michelle Marshall (CRD# 6204337) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2013 - Current 3
Unemployed Wichita, KS Dec 2012 - Jun 2013 < 1
Hastings Entertainment Amarillo, TX Sep 2012 - Dec 2012 < 1
Vagabond Cruise Hilton Head Island, SC May 2012 - Aug 2012 < 1
Sea Pines Resort Hilton Head Island, SC May 2012 - Aug 2012 < 1
Ruby Tequila's Amarillo, TX Aug 2011 - May 2012 < 1
Ymca Camp Hyde Wichita, KS May 2009 - Aug 2011 2
Canyon Health Care Canyon, TX Jan 2011 - Jun 2011 < 1
West Texas A&m Canyon, TX Dec 2009 - Dec 2010 1
First Baptist Church Haysville, KS Jun 2003 - Aug 2009 6
Big John's Clearwater, KS Jul 2008 - Mar 2009 < 1
Unemployed Wichita, KS Jun 2003 - Jul 2008 5
Subway Clearwater, KS Feb 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Michelle L. Marshall
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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