Robert Marshall, financial advisor Saint Louis MO
93 score

Robert Marshall

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Robert T. Marshall
Phone Number: 402-351-5770
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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