James Marsh (CRD# 2150368) is an Investment Advisor Representative working at Tavco Financial Advisory, Inc. in Fitzgerald, GA and has over 32 years of experience in the finance industry.
CRD# 6716462
Principal Securities, Inc.
CRD# 2009054
Lpl Financial LLC
CRD# 2441436
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Tavenner Company | Springfield, OH | Jan 2020 - Current | 4 |
| Tavco Financial Advisory, Inc. | Springfield, OH | Jan 2020 - Current | 4 |
| The Tavenner Agency | Springfield, OH | Jan 2020 - Current | 4 |
| The Marsh Agency | Fitzgerald, GA | Jan 1999 - Current | 25 |
| Kovack Securities, Inc. | Fort Lauderdale, FL | Jan 2018 - Jan 2020 | 2 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jan 2018 - Jan 2020 | 2 |
| W H Colson & Associates, Inc. | Fitzgerald, GA | Feb 2003 - Dec 2017 | 14 |
| W. H. Colson Securities, Inc. | Greenville, NC | Jul 2002 - Dec 2017 | 15 |
| W H Colson Insurance Agency | Greenville, NC | Jul 2002 - Dec 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- GA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$46,571
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA, KY, MA, MO, OH
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