Yvonne Marsh (CRD# 4227208) is an Investment Advisor Representative working at Marsh Wealth Management, LLC in Knoxville, TN and has over 11 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marsh Wealth Management, LLC | Knoxville, TN | Nov 2015 - Current | 8 |
| C2p Capital Advisory Group D.b.a. Prosperity Capital Advisors | Westlake, OH | Dec 2012 - Current | 11 |
| Marsh Professional Group | Knoxville, TN | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- TN
- TX
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$260,887
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
TN, TX
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