Daniel Marshall
Daniel Marshall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 Veterans Memorial Blvd., Suite 400, Metairie, LA, 70005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works part-time as a high school/college sports official since 2014, and as an associate/employee for Charles Genois & Co./Impera Wealth Management LLC since 2023, spending about half of his time on the latter. He also manages rental real estate through JDC Holdings LLC, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
State Registrations1 state
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