Marshall EichenauerCRD Number: 2333062
Current Firm: Sagent Wealth Management
Marshall Eichenauer (CRD# 2333062) is an Investment Advisor Representative working at Sagent Wealth Management in Laguna Beach, CA and has over 28 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Sagent Wealth Management||Laguna Beach, CA||Aug 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
|S65||NASAA Investment Advisors Law Examination||Apr 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management84MILLIONS
Total Number of Accounts226ACCOUNTS
Average Account Value$372,807
- 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
AZ, CA, TX
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