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 4 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||4|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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