Principal Securities
43yrs
Top advisor by experience in Great Falls
New
Xavier Tay Marshall
Financial advisor at Cetera Investment Advisers
Xavier Tay Marshall is a fiduciary financial advisor in Great Falls, Montana, registered since Oct 2025. Xavier joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 114 advisors with offices in Great Falls, and one of 107 fiduciaries.
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
Office300 Central Ave Suite 510, Great Falls, MT 59401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Xavier
Tailored to Xavier’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Xavier
How do I contact Xavier?
Call Cetera Investment Advisers at 310-257-7880 and ask for Xavier Tay Marshall. Xavier works from the Great Falls, MT office.
How long has Xavier been a financial advisor?
Xavier is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Xavier hold?
Series 66. Tap any license on this page to see what it allows.
Is Xavier a fiduciary?
Xavier is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xavier paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Xavier for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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