linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Patrick Marshall

Nisa Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Patrick Marshall

William Patrick Marshall is an investment advisor representative with Nisa Investment Advisors, LLC, located in St. Louis, Missouri. William has been in the financial services industry since 2007. William has experience with clients such as insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities. William is registered with the state of Missouri. William has passed the Series 65, Series 63, Series 7 and SIE exams.

Firm Information

William Marshall is currently registered with Nisa Investment Advisors, LLC. Nisa Investment Advisors, LLC is an investment advisor based in St. Louis, Missouri, with a focus on portfolio management for businesses, individuals, and pooled investment vehicles. They manage over $306 billion in assets for clients including pension and profit-sharing plans, corporations, state and municipal governments, insurance companies, and charitable organizations. Their expertise includes managing nuclear decommissioning trusts and VEBAs.
Nisa Investment Advisors, LLC

7676 FORSYTH BLVD SUITE 1100

ST. LOUIS, MO 63105-4141

$306.24B

Assets Under Management

Not reported

Total Clients

68

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

check

other

Other appropriate measure of program size

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Marshall’s Registration & Firm History

MO

12/22/2016 - Present

Nisa Investment Advisors, LLC (ST. LOUIS MO)

NY

04/13/2012 - 05/10/2016

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

IL

10/10/2007 - 08/14/2009

ALFS, INC. (NORTHBROOK IL)

IL

03/16/1999 - 08/02/2004

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

Not sure if William Patrick Marshall is right for you?

Licenses & Designations

IA

Issued 12/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Patrick Marshall.
Not sure if William Patrick Marshall is right for you?