Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Darby is a financial advisor with LPL Financial LLC in LEE'S SUMMIT, Missouri. Marshall has been in the financial industry since April 2005. Marshall is registered with the state of Missouri as an investment advisor representative. Marshall has passed the Series 63, Series 65, and Series 24 exams and is licensed in multiple states including Arizona, California, Florida, Kansas, Maryland, Missouri, Nebraska, Ohio, Oklahoma, South Carolina, Texas, and Washington. Marshall previously worked for Edward Jones in INDEPENDENCE, Missouri.
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
MO
06/30/2011 - Present
LPL Financial LLC (LEE'S SUMMIT MO)
MO
04/06/2005 - 05/24/2011
EDWARD JONES (INDEPENDENCE MO)
IA
Issued 06/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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