Timothy MarshallCRD Number: 4430448
Current Firm: Saxony Capital Management, LLC
Timothy Marshall (CRD# 4430448) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Sunset Hills, MO and has over 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Saxony Capital Management||St. Louis, MO||Sep 2012 - Current||5|
|Saxony Securities, Inc.||St. Louis, MO||Sep 2012 - Current||5|
|Linsco/private Ledger Corp||St. Louis, MO||Jan 2003 - Sep 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management185MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$363,273
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AR, AZ, CA, CO, FL, GA, HI, IL, MA, MI, MO, MT, NE, NH, NJ, NY, OH, PA, TX, WI