William Marshall

Current Employers

Employment History

• 01/2025 → 04/2025
  Equity Services, Inc.
  Montpelier, VT
• 08/2024 → Present
  National Life Group
  Chicago, IL
• 09/2019 → 05/2024
  University Of Nebraska-Lincoln
  Lincoln, NE
• 05/2024 → 08/2024
  Unemployed
  Chicago, IL
• 01/2015 → 09/2019
  Kaneland High School
  Maple Park, IL
• 04/2025 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2025-02-13 → 2025-02-25
  Equity Services, Inc.
  Chicago, IL

Other Businesses

1.*NATIONAL LIFE,1 N FRANKLIN STREET,SUITE 3450,CHICAGO,IL 60606,08/01/2024,INV REL,DURING TRD/HRS,ONGOING,INSURANCE,AGENT,40 HRS/WK*LAKESHORE FINANCIAL GROUP,1 N FRANKLIN STREET,SUITE 3450,CHICAGO,IL 60606,08/01/2024,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK. 2. Mr. Marshall conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) AFE Private Wealth. Mr. Marshall is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 3. Mr. Marshall is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Marshall, as a fiduciary, will act in the client's best interest.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-12