Dennis Marshall, financial advisor Wheat Ridge CO
93 score

Dennis Marshall

CRD Number: 3094109
Current Firm: Personal Benefit Services Of Colorado, Inc.

Dennis Marshall (CRD# 3094109) is an Investment Advisor Representative working at Personal Benefit Services Of Colorado, Inc. in Wheat Ridge, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Littleton, CO Jul 2015 - Current 1
Marshall Investment Mgmt LLC Arvada, CO Jan 2015 - Current 1
Royal Alliance Associates Wheat Ridge, CO Sep 1999 - Jul 2015 15
Personal Benefit Services Of Colorado Inc. Wheat Ridge, CO Jan 2003 - Dec 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Dennis E. Marshall
Phone Number: 303-991-6400
Registered State(s):
  • AZ
  • DC
  • MD
  • VA
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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

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