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Wills Marcello

Ashton Thomas Private Wealth

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About Wills Marcello

Wills Marcello is an Investment Advisor Representative at Ashton Thomas Private Wealth. Wills is licensed in Arizona, Louisiana, Nebraska, Oregon, and Texas. Wills has been in the financial services industry since 2014. Wills has a Series 65 license. Wills has experience at several other firms including Securian Financial Services Ins, Minnesota Life Insurance Co, Financial Design Group, BSPOKE INVESTMENT GROUP, Asthon Thomas Insurance Agency, and VThree Solutions. Ashton Thomas Private Wealth is a firm registered with the SEC.

Firm Information

Wills Marcello is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

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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percentage of assets

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

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Wills Marcello’s Registration & Firm History

AZ

07/05/2022 - Present

Ashton Thomas Private Wealth (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 12/16/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wills Marcello.
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