Brittney Marshall (CRD# 6113973) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 11 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Greenwood Village, CO | Jan 2020 - Current | 4 |
South Suburban Parks And Recreation | Centennial, CO | Sep 2019 - Jan 2020 | < 1 |
Betty Ford Alpine Gardens | Vail, CO | May 2019 - Jan 2020 | < 1 |
Stonecrop Gardens | Cold Spring, NY | Feb 2018 - May 2019 | 1 |
Pensionmark Securities, LLC | Harrisonburg, VA | Sep 2017 - Feb 2018 | < 1 |
Pensionmark Financial Group, Llc Dba/ Rogers Financial | Harrisonburg, VA | Sep 2015 - Feb 2018 | 2 |
Rogers Financial | Harrisonburg, VA | Dec 2014 - Feb 2018 | 3 |
Capfinancial Securities, LLC | Raleigh, NC | Sep 2015 - Sep 2017 | 2 |
Barren Ridge Vineyards | Fisherville, VA | Oct 2014 - Oct 2015 | 1 |
Lpl Financial | Harrisonburg, VA | Dec 2014 - Sep 2015 | < 1 |
Vanguard Inc, Group. | Malvern, PA | Sep 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2012 |
S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- TX
- VA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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