William MarshCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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, VI, VT, WA, WI, WV
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