Joseph Marshall (CRD# 6928574) is an Investment Advisor Representative working at Huntington Financial Advisors in New Albany, OH and has over 6 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Jan 2021 - Current | 3 |
| The Huntington National Bank | New Albany, OH | Jan 2021 - Current | 3 |
| The Huntington National Bank | Columbus, OH | Aug 2020 - Jan 2021 | < 1 |
| The Huntington Investment Company | Columbus, OH | Aug 2020 - Jan 2021 | < 1 |
| Fifth Third Securities | Columbus, OH | Mar 2018 - Jul 2020 | 2 |
| Fifth Third Bank | Columbus, OH | Sep 2016 - Jul 2020 | 3 |
| Good Foods Hospitality | Hilliard, OH | Mar 2016 - Sep 2016 | < 1 |
| Rmh Enterprises | Columbus, OH | Nov 2015 - Mar 2016 | < 1 |
| The Old Bag Of Nails | Columbus, OH | Aug 2014 - Nov 2015 | 1 |
| Superior Federal Credit Union | Lima, OH | Apr 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- OH
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.