William Marshall
William Marshall is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Langhorne, PA, with 33 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2300 E Lincoln Hwy Ste 140, Langhorne, PA, 19047
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2010Customer Dispute
May 2010Customer Dispute
November 2004Customer Dispute
October 2002Other Business Activities
William owns single-family real estate in Florida since 2019. He also has several other business ownership roles and outside employment with WPM Management, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Walnut Street Securities, INC.Broker
Lincoln Investment Planning, INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.