Brent Marshall (CRD# 2658061) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 28 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Gradient Advisors, LLC | Arden Hills, MN | Jun 2019 - Current | 4 |
Brent A. Marshall, Cpa/pfs | Bullhead City, AZ | Jun 1982 - Current | 41 |
Omni Fund | Murrieta, CA | Jan 2016 - Dec 2019 | 3 |
Senior Lifestyle Strategies | Bullhead, AZ | Apr 2006 - Dec 2019 | 13 |
The Marshall Group | Santa Clarita, CA | Sep 1989 - Dec 2019 | 30 |
Horter Investment Management, LLC | Cincinnati, OH | Oct 2008 - May 2019 | 10 |
Mohave County Adult Educational Services | Bullhead City, AZ | Oct 2014 - Dec 2018 | 4 |
Simplicity Financial Marketing F.k.a. Vicks & Associates | Scottsdale, AZ | Oct 2014 - Dec 2017 | 3 |
3-mentors | Atlanta, GA | Apr 2006 - Nov 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- AZ
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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