Grace Marshall (CRD# 6765896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 7 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | San Antonio, TX | May 2019 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, TX | Apr 2019 - Current | 5 |
| Mbank | Marquette, MI | Mar 2018 - Mar 2019 | 1 |
| Unemployed | Marquette, MI | Dec 2017 - Mar 2018 | < 1 |
| Fidelity Brokerage Services LLC | Albuquerque, NM | Mar 2017 - Nov 2017 | < 1 |
| Fidelity Investments Institutional Operations Company Inc. | Albuquerque, NM | Aug 2016 - Feb 2017 | < 1 |
| Wells Fargo | Albuquerque, NM | Feb 2015 - Aug 2016 | 1 |
| Domino's Pizza | Austin, TX | Apr 2014 - Dec 2014 | < 1 |
| Stowaway | Autin, TX | Dec 2013 - Dec 2014 | 1 |
| Campaign For Wendy Davis For Governor | Austin, TX | Aug 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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