Brandon Patrick Marshall

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 06/2017
  Saint Joseph's University
  Philadelphia, PA
• 06/2017 → 03/2020
  Ameriprise Financial Services, Inc.
  Langhorne, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Langhorne, PA

Other Businesses

Outside Employment; WPM Management; Employee. Pre & post follow up work including transactions, money movement, rebalances.; Manage advisory business; 2300 E Lincoln Hwy, , Langhorne, PA, 19047; Investment-Related; 01/01/2021; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05