William Perry Marshall is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | present | Yes |
| TD AMERITRADE, INC. | 2018-02-27 | 2022-10-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-02-26 | 2023-09-07 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2016-09-01 | 2018-02-26 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-03-24 | 2014-09-23 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2013-09-24 | 2014-02-13 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-04-27 | 2013-05-14 | — |
| EDWARD D. JONES & CO., L.P. | 2009-12-15 | 2011-03-04 | — |