Harry MarshallCRD Number: 5625573
Current Firm: Freestone Capital Management, LLC
Harry Marshall (CRD# 5625573) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 7 years of experience in the finance industry.
Brighton Jones LLC
|Freestone Capital Management, LLC||Seattle, WA||Jun 2017 - Current||< 1|
|Fisher Investments||Camas, WA||Sep 2013 - Jun 2017||3|
|Bank Of America,na||Atlanta, GA||Aug 2010 - Sep 2013||3|
|Merrill Lynch Pierce Finner & Smith||Atlanta, GA||Nov 2009 - Sep 2013||3|
|Ubs Financial Services||Atlanta, GA||Jan 2009 - Nov 2009||< 1|
|Morgan Keegan & Co||Atlanta, GA||May 2008 - Jan 2009||< 1|
|Georgia State University||Atlanta, GA||Jan 2007 - Dec 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management3,879MILLIONS
Total Number of Accounts6,930ACCOUNTS
Average Account Value$559,698
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AZ, CA, CO, FL, ID, IL, MA, MD, MI, MT, NJ, NV, NY, OR, TX, WA
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