Robert MarshallCRD Number: 5988275
Current Firm: Mutual Of Omaha Investor Services, Inc.
Robert Marshall (CRD# 5988275) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Mutual Of Omaha Investment Services Inc.||Springfield, MO||Oct 2014 - Current||2|
|Mutual Of Omaha||Springfeild, MO||Sep 2014 - Current||2|
|Patrick Thomas LLC||Littleton, CO||Jul 2004 - Current||12|
|Unemployed||Littleton, CO||Aug 2014 - Sep 2014||< 1|
|Allstate Insurance Co||Englewood, CO||Nov 2012 - Aug 2014||1|
|Bbankers Life And Casualty||Littleton, CO||Jul 2012 - Nov 2012||< 1|
|New England Securities||Boston, MA||Oct 2011 - Jul 2012||< 1|
|Bankers Life & Casualty||Chicago, IL||Apr 2002 - Oct 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, VT, WA, WI, WV
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