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William Perry Marshall

Charles Schwab & CO., Inc.

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About William Perry Marshall

William Perry Marshall is a financial advisor with Charles Schwab & CO., Inc., based in Clayton, MO. William has been in the industry since 2010 and holds Series 7, Series 66 and SIE licenses. William has a total of 17 years of experience with prior experience at firms such as TD AMERITRADE, INC., SCOTTTRADE, INC., WELLS FARGO ADVISORS, LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, EDWARD JONES.

Firm Information

William Marshall is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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William Marshall’s Registration & Firm History

MO

07/05/2023 - Present

Charles Schwab & CO., Inc. (Clayton MO)

MO

02/26/2018 - 07/29/2024

TD AMERITRADE, INC. (Clayton MO)

IL

09/22/2014 - 02/26/2018

SCOTTRADE, INC. (EDWARDSVILLE IL)

MO

03/24/2014 - 09/23/2014

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

IL

09/24/2013 - 02/13/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDWARDSVILLE IL)

IL

04/27/2011 - 05/14/2013

WELLS FARGO ADVISORS, LLC (ALTON IL)

IL

12/01/2009 - 03/04/2011

EDWARD JONES (ALTON IL)

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Licenses & Designations

BOTH

Issued 12/11/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Perry Marshall.
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