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Robert Paul Marshall

Brandes Investment Partners, LP

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About Robert Paul Marshall

Robert Paul Marshall is an investment advisor representative with Brandes Investment Partners, LP in La Jolla, California. Robert Paul Marshall has been in the industry since 2003 and has experience in various areas of the financial services industry, including investment advisory, broker-dealer, and compliance.

Firm Information

Robert Marshall is currently registered with Brandes Investment Partners, LP. Brandes Investment Partners, LP is an investment advisory firm based in La Jolla, California, with over $22 billion in regulatory assets under management. The firm provides portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, and charitable organizations. Brandes also participates in wrap fee programs.
Brandes Investment Partners, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR

LA JOLLA, CA 92037

$22.21B

Assets Under Management

14

Total Clients

32

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Marshall’s Registration & Firm History

CA

12/03/2012 - Present

Brandes Investment Partners, LP (La Jolla CA)

CA

09/01/2015 - 07/12/2024

ALPS DISTRIBUTORS, INC. (LA JOLLA CA)

ME

10/03/2011 - 08/31/2015

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

WI

06/24/2010 - 09/12/2011

KCD FINANCIAL, INC. (GREEN BAY WI)

CA

03/31/2005 - 06/23/2010

WARNER BECK INCORPORATED (SAN DIEGO CA)

TX

02/04/2003 - 04/07/2005

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 11/30/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Paul Marshall.
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