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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward Marshall is an active investment advisor representative registered with LPL Financial LLC. Christopher Marshall is also registered as an investment advisor representative in Colorado, Texas, and Wisconsin. Christopher Marshall has been in the industry since March 29, 2006. Christopher Marshall has passed the Series 6, Series 7, Series 63, Series 66, and SIE exams. Christopher Marshall was previously registered with Black Creek Capital Markets, LLC, Curian Clearing, LLC, and Jackson National Life Distributors LLC. Christopher Marshall is a licensed agent for LPL Financial LLC. Christopher Marshall has specializations in financial planning, portfolio management for businesses, and portfolio management for individuals. Christopher Marshall's current registrations include: Registered Representative (RA) in Colorado, Registered Representative (RA) in Texas, and Registered Representative (RA) in Wisconsin. Christopher Marshall is also registered as an Investment Advisor Representative (IA) in Colorado, Texas, and Wisconsin.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/02/2020 - Present
LPL Financial LLC (APPLETON WI)
CO
06/08/2011 - 07/24/2019
BLACK CREEK CAPITAL MARKETS, LLC (DENVER CO)
CO
01/13/2010 - 05/23/2011
CURIAN CLEARING, LLC (DENVER CO)
CO
03/02/2006 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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