Trent MarshallCRD Number: 5997840
Current Firm: Thornburg Investment Management Inc.
Trent Marshall (CRD# 5997840) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 2 years of experience in the finance industry.
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
Lpl Financial LLC
|Thornburg Investment Management||Santa Fe, NM||Mar 2013 - Current||3|
|Morgan Stanley Wealth Management||Albuquerque, NM||Oct 2011 - Mar 2013||1|
|University Of New Mexico||Albuquerque, NM||Aug 2011 - May 2012||< 1|
|University Of New Mexico||Albuquerque, NM||Aug 2007 - May 2012||4|
|Sandia Bmw||Albuquerque, NM||Mar 2010 - Apr 2011||1|
|Eldorado High School||Albuquerque, NM||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management54,858MILLIONS
Total Number of Accounts5,091ACCOUNTS
Average Account Value$10,775,486
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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