Nathan MarchalCRD Number: 5496898
Current Firm: Ameriprise Financial Services, Inc.
Nathan Marchal (CRD# 5496898) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Miamisburg, OH and has 1 year of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Ameriprise Financial||Miamisburg, OH||Feb 2008 - Current||9|
|Wright State University||Fairborn, OH||Sep 2003 - Jun 2008||4|
|U.s. Bank||Sidney, OH||Jun 2007 - Feb 2008||< 1|
|U.s.bank||Sidney, OH||May 2005 - Jul 2007||2|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV