Joseph Marshall (CRD# 7247489) is an Investment Advisor Representative working at Coastal Capital Advisors in Irvine, CA and has over 4 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastal Capital Advisors | Santa Barbara, CA | Apr 2020 - Current | 4 |
| Procore Technologies | Santa Barbara, CA | Apr 2019 - Apr 2020 | 1 |
| Procore Technologies | Santa Barbara, CA | Jul 2017 - Mar 2019 | 1 |
| Procore Technologies | Santa Barbara, CA | Jan 2016 - Jun 2017 | 1 |
| Misc. Odd Jobs While Traveling | Santa Barbara, CA | Sep 2014 - Dec 2015 | 1 |
| Citi | Irvine, CA | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- CA
- CO
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts411ACCOUNTS
-
Average Account Value$80,912
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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