Scott MarshallCRD Number: 5371392
Current Firm: Tlg Advisors, Inc.
Scott Marshall (CRD# 5371392) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Jackson, MS and has over 10 years of experience in the finance industry. Scott Marshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bergland Wealth Management, Inc.
Asset Dedication, LLC
Wells Fargo Advisors Financial Network, LLC
|The Leaders Group Inc.||Littleton, CO||Aug 2009 - Current||8|
|Marshall Financial Planning LLC||Flowood, MS||Aug 2009 - Current||8|
|Malachi Financial Group||Ridgeland, MS||Jun 2007 - Aug 2009||2|
|Mutual Service Corporation||Ridgeland, MS||Jun 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management311MILLIONS
Total Number of Accounts1,100ACCOUNTS
Average Account Value$283,162
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NY, OH, PA, RI, TX, UT, VA, WA, WI