Michael Marsh, financial advisor Knoxville TN

Michael Marsh

CRD Number: 6615784
Current Firm: Marsh Wealth Management, LLC

Michael Marsh (CRD# 6615784) is an Investment Advisor Representative working at Marsh Wealth Management, LLC in Knoxville, TN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Marsh Wealth Management, LLC Knoxville, TN Mar 2017 - Current 7
Marsh Professional Group Knoxville, TN Dec 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Michael B. Marsh
Phone Number: 865-622-2162
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $222,564
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

TN, TX

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