Dennis Marshall, financial advisor Littleton CO
93 score

Dennis Marshall

CRD Number: 3094109
Current Firm: Marshall Investment Management, LLC

Dennis Marshall (CRD# 3094109) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Littleton, CO Jul 2015 - Current 2
Marshall Investment Mgmt LLC Littleton, CO Jan 2015 - Current 3
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: 303-991-6415
Registered State(s):
  • CO
  • NM
  • TX
  • DC
  • MD
  • OR
  • FL
  • VA
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $163,048
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CO, DC, FL, MD, NM, OR, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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