Marsha Daugherty (CRD# 5875184) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Ledge, MI and has over 13 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Grand Ledge, MI | Sep 2023 - Current | < 1 |
| Wholehan | Toledo, OH | Jun 2015 - Current | 8 |
| Sagepoint Financial, Inc. | Grand Ledge, MI | Mar 2016 - Sep 2023 | 7 |
| Beauti Control | Carrollton, TX | Jul 2003 - Jun 2023 | 19 |
| Transamerica Financial Advisors, Inc. | Grand Ledge, MI | Dec 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- 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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