Warren Berry Marshall

Current Employers

Employment History

• 06/2020 → 03/2021
  Massmutual Life Insurance
  Birmingham, AL
• 01/2021 → 03/2021
  Mml Investors Services, Llc
  Birmingham, AL
• 08/2017 → 05/2020
  Auburn University
  Auburn, AL
• 01/2018 → 02/2019
  Roger Rice/Independent Contractor
  Tallassee, AL
• 08/2015 → 08/2018
  Southern Union University
  Oppalaka, AL
• 05/2017 → 08/2017
  Best Tire And Auto
  Auburn, AL
• 03/2021 → 02/2022
  (Dba) Vision Financial Group
  Birmingham, AL
• 03/2021 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 03/2022 → 03/2024
  (Dba) Ella Valley Wealth Advisors
  Birmingham, AL
• 03/2024 → Present
  Trueweatlh Advisors Llc
  Birmingham, AL
• 02/2025 → 10/2025
  Cetera Wealth Services, Llc
  Birmingham, AL

Previous Registrations

• 2021-06-15 → 2024-03-15
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL

Other Businesses

1) (dba) Truewealth Advisors LLC ; Investment Related; Birmingham, AL; Other; Wealth Adviser; Start Date 03/2024; 160 hours, more or less, per month with most hours per month occurring during trading hours; Servicing clients, prospecting for new clients, and providing support to the other advisers in our office. >> INSURANCE; Investment Related; Birmingham, AL; Insurance; Producer; Start Date 05/2020; Hours per month vary from 0 to 3 with some of those hours per month occurring during trading hours; Sales and service of insurance products with varied insurance carriers. >> INSURANCE; Investment Related; Birmingham, AL; Insurance; Agent; Start Date 08/2024; 10 hours per month with all 10 hours occurring during trading hours; I use Ash Brokerage as an IMO to write Life, Disability, and Long-Term Care insurance products through. >> YOUNG LIFE OF TRUSSVILLE (YLT); Non-Investment Related; Trussville, AL; Board Member; Chairman-Finance Sub-Committee; Start Date 11/2024; 8 hours per month with no hours per month during trading hours; Oversee the day to day income and expenses of YLT, manage the income and attempt to guide the program to run at a positive cash flow, and give monthly updates to the committee. 2) Ash Brokerage; Agent; Non Investment Related; Location of the business: 2000 SouthLake Park Suite 200, Birmingham Alabama 35244; Start date: 2024-08-07; Description: They are a company that finds me products for Long term care, Disability, and Life insurance products. ; Responsibilities Duties: None. I only submit business. No responsibilities to Ash. ; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5; Contact person at the organization: Johnny Fraklin ; Website address: https://www.ashbrokerage.com/.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-15

Other Names

• Warren Marshall
• Berry Marshall
• Warren Berry Marshall
• Warren Marshall
• Warren Berry Marshall