Russell Marsh (CRD# 7443234) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Spring, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity | Englewood, CO | Sep 2021 - Current | 2 |
Unemployed | Englewood, CO | Jun 2021 - Sep 2021 | < 1 |
Breakthru Beverage | Englewood, CO | Oct 2020 - May 2021 | < 1 |
Unemployed | Englewood, CO | Jun 2020 - Sep 2020 | < 1 |
Littleton Discount Liquor | Littleton, CO | May 2017 - May 2020 | 3 |
Unemployed | Gunnison, CO | Aug 2016 - May 2017 | < 1 |
Western State University | Gunnison, CO | Aug 2016 - May 2017 | < 1 |
Beam Landscaping | Aurora, CO | Apr 2016 - Aug 2016 | < 1 |
Walmart | Aurora, CO | Sep 2015 - Feb 2016 | < 1 |
Versatile | Aurora, CO | Jun 2015 - Sep 2015 | < 1 |
Unemployed | Aurora, CO | Sep 2011 - Sep 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2022 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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