Sterling Marschall, financial advisor San Angelo TX

Sterling Marschall

CRD Number: 7132922
Current Firm: Ameriprise Financial Services, LLC

Sterling Marschall (CRD# 7132922) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Angelo, TX and has over 2 years of experience in the finance industry.

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Spc
Company Name Location Dates Years
Ameriprise Financial Services, In San Angelo, TX May 2019 - Current 3
Marschall Mowing San Angelo, TX Mar 2015 - Current 7
Outdoorsman San Angelo, TX Aug 2013 - Mar 2015 1
Glass Farms San Angelo, TX May 2009 - Aug 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Sterling K. Marschall
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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