JAMES C MARSHAL is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with INSTITUTE FOR WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 2025-12-17 | present | Yes |
| INSTITUTE FOR WEALTH ADVISORS, INC. | 2013-03-27 | 2019-04-30 | — |
| SIGMA PLANNING CORPORATION | 2004-01-13 | 2013-03-04 | — |
| SUMMIT FINANCIAL GROUP INC | 2001-01-19 | 2003-09-12 | — |