Sarah MarshallCRD Number: 5615906
Current Firm: Raymond James & Associates, Inc.
Sarah Marshall (CRD# 5615906) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates||St Petersburg, FL||Jul 2015 - Current||2|
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Jan 2014 - Current||3|
|Raymond James Financial Servicees, Inc.||St Petersburg, FL||Nov 2010 - Jul 2015||4|
|Raymond James & Associates||St Petersburg, FL||Aug 2009 - Nov 2010||1|
|Waller & Wax Advisors||Tampa, FL||Nov 2008 - Aug 2009||< 1|
|University Of South Florida||Tampa, FL||Aug 2005 - Aug 2009||4|
|University Of South Florida||Tampa, FL||Feb 2008 - Nov 2008||< 1|
|Ruby Tuesdays||Riverview, FL||Apr 2007 - Feb 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)