Helen Elizabeth Marshall is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2022-12-20 | present | Yes |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC | 2021-12-21 | 2022-09-19 | — |