Malissa Marshall (CRD# 6855567) is an Investment Advisor Representative working at Soaring Wealth LLC in Bristol, VT and has 1 year of experience in the finance industry. Malissa 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# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soaring Wealth LLC | Bristol, VT | Nov 2018 - Current | 5 |
| Steuern & Taxes LLC | Bristol, VT | Nov 2018 - Current | 5 |
| Herrick Ltd. | Burlington, VT | Feb 2019 - Apr 2020 | 1 |
| Addison Advisors Llc Dba Marble Trail Advisors (154744) | Middlebury, VT | Feb 2017 - Nov 2018 | 1 |
| Misasi & Company Cpas | Middlebury, VT | Feb 2017 - Nov 2018 | 1 |
| Pricewaterhousecoopers | Boston, MA | Dec 2007 - Jan 2017 | 9 |
- TX
- VT
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$154,223
- 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
- Selection of other advisers (including private fund managers)
TX, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.