William Marsh
William Marsh is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Bradenton, FL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2704 Manatee Ave W, [Satellite], Bradenton, FL, 34205
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2008Customer Dispute
October 2006Customer Dispute
August 2006Other Business ActivitiesSells Insurance
William has ownership stakes in multiple investment-related LLCs, including FUBAR Consulting, Capstan Financial Consulting Group, Capstan Financial Legacy, Capstan Financial Holdings, Capstan Growth Partners, Marsh GP, and Capstan Insurance Consulting. He dedicates varying amounts of time to these ventures, ranging from minimal time to about 10-20% of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Olde Discount CorporationBroker
State Registrations49 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.