William Marsh, financial advisor Tampa FL
89 score

William Marsh

CRD Number: 6163882
Current Firm: Usaa Financial Planning Services

William Marsh (CRD# 6163882) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Tampa, FL Mar 2016 - Current < 1
Usaa Financial Advisors, Inc. Tampa, FL Mar 2016 - Current < 1
Unemployed Tampa, FL Jan 2016 - Mar 2016 < 1
Waddell & Reed, Inc. Albuquerque, NM Mar 2013 - Jan 2016 2
Various Insurance Carriers For W&r Insurance Agencies Albuquerque, NM Mar 2013 - Jan 2016 2
Eyezoned Albuquerque, NM Jan 2013 - Jul 2013 < 1
Bankers Life Albuquerque, NM Apr 2012 - Feb 2013 < 1
Unemployed Albuquerque, NM Feb 2012 - Apr 2012 < 1
Peace Corps D.c., Aug 2010 - Feb 2012 1
Goodrish Isr Albuquerque, NM Jan 2010 - Aug 2010 < 1
New Mexico Tech Socorro, NM Aug 2009 - Jan 2010 < 1
U.s. Public Health Service Manteo, NC Jun 2009 - Aug 2009 < 1
New Mexico Tech Socorro, NM Aug 2008 - Jun 2009 < 1
Sonlight Adventures Pagosa Spring, CO May 2008 - Aug 2008 < 1
New Mexico Tech Socorro, NM Aug 2007 - May 2008 < 1
Sonlight Adventures Pagosa Springs, CO May 2007 - Aug 2007 < 1
New Mexico Tech Socorro, NM Aug 2006 - May 2007 < 1
New Mexico Home Crafters Albuquerque, NM May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for William M. Marsh
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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