Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony John Marshall is a financial advisor who has been in the industry since 2005. Anthony is currently registered with Truist Advisory Services, Inc. and has previously been employed by Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., and SunTrust Investment Services, Inc. Anthony is licensed to offer financial planning services and portfolio management for businesses and individuals. Anthony is a registered investment advisor representative in Georgia, Alabama, Arizona, California, Florida, Kentucky, Louisiana, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
10/31/2016 - Present
Truist Advisory Services, Inc. (PEACHTREE CITY GA)
GA
01/24/2011 - 05/09/2016
WELLS FARGO ADVISORS, LLC (HAPEVILLE GA)
GA
10/23/2009 - 01/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEACHTREE CITY GA)
GA
09/22/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MARIETTA GA)
GA
08/19/2005 - 10/01/2008
SUNTRUST INVESTMENT SERVICES, INC. (FAYETTEVILLE GA)
MO
01/07/2005 - 07/28/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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