Benjamin Marshall (CRD# 5278475) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in South Coast Metro, CA and has over 17 years of experience in the finance industry. Benjamin Marshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden State Equity Partners, LLC | South Coast Metro, CA | Apr 2023 - Current | 1 |
| Marshall Wealth Advisors | Lehi, UT | Apr 2023 - Current | 1 |
| Insurance-non Variable | Salt Lake City, UT | Aug 2012 - Current | 11 |
| Townsquare Capital | Provo, UT | Nov 2021 - May 2023 | 1 |
| Drive Wealth Management | Lehi, UT | Jun 2017 - Mar 2022 | 4 |
| Lefavi Wealth Management | Salt Lake City, UT | Nov 2015 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- UT
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Total Assets Under Management744MILLIONS
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Total Number of Accounts4,106ACCOUNTS
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Average Account Value$181,131
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, GA, HI, IL, MA, MI, MN, MT, ND, NM, NV, OR, TX, UT, VA, WA, WI, WY
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