Jyoti Marshall (CRD# 7321245) is an Investment Advisor Representative working at The William Allan Corporation in Oak Park, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The William Allan Corporation | Long Beach, CA | Dec 2020 - Current | 3 |
| Jm Accounting & Consulting Inc. | Agoura Hills, CA | May 2020 - Current | 3 |
| Marshall Business Management | Agoura Hills, CA | Dec 2012 - May 2020 | 7 |
- CA
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts669ACCOUNTS
-
Average Account Value$253,524
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CO, NH, NV, TX
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