FM
FM

F. Marsh

42 Years of Experience
Washington, PA
1 DisclosureBrokerSells Insurance

F. Marsh is a registered investment advisor at Cetera Investment Advisers LLC, based in Washington, PA, with 42 years of industry experience. F. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

111 Washington St, Washington, PA, 15301

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History

Regulatory History (1)
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Customer Dispute
July 1999
Denied
Other Business ActivitiesSells Insurance

F. is involved in several outside business activities, including ministry to college students, real estate rental, and advertising on a sailboat. He also serves as president of Station Capital, Inc. and sells fixed insurance with various companies, dedicating a few hours per week to each, and manages non-securities activities for Station Capital Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
July 2007 - September 2013 · 6 yrs 2 mos
Walnut Street Securities, INC.Broker
August 2003 - September 2013 · 10 yrs 1 mo
Nathan & Lewis Securities, INC.Broker
December 1998 - August 2003 · 4 yrs 8 mos
First Montauk Securities CORP.Broker
August 1995 - December 1998 · 3 yrs 4 mos
Parker/hunter IncorporatedBroker
August 1983 - August 1995 · 12 yrs
State Registrations26 states
ARAZCACOCTDCDEFLGAIAILINMAMDNCNDNJNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
F. Marsh - Financial Advisor | TrueAdvisor