Marshall Wealth Management, LLC

Marshall Wealth Management, LLC (CRD# 123661) is a financial advisory firm headquartered in Sugar Land, TX. They manage $5,500,000 in 76 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1404 Lake Point Pkwy, Sugar Land, TX 77478
http://www.instagram.com/marshallwealth
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $72,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, TX

Financial Advisors at Marshall Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Marshall, financial advisor Sugar Land TX
James L. Marshall
CRD#: 1947199
1404 Lake Point Pkwy, Sugar Land, TX 77478

James Marshall (CRD# 1947199) is an Investment Advisor Representative working at Marshall Wealth Management, LLC in Sugar Land, TX and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals