Osaic Wealth
39yrs
Top advisor by experience in Marshall
Financial advisors in Marshall, TX
Looking for a financial advisor in Marshall, TX? We list 18 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
18Advisors with offices here
12Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: Edward Jones (7), LPL Financial (6), Osaic Wealth (2).
Nearby: Hallsville, Jefferson.
LPL Financial
25yrs
Top 11% by experience in Marshall
LPL Financial
24yrs
Top 17% by experience in Marshall
Edward Jones
24yrs
Top 15% by experience at Edward Jones
LPL Financial
21yrs
More experience than 72% of advisors in Marshall
Edward Jones
21yrs
Top 20% by experience at Edward Jones
Cetera Investment Advisers
19yrs
More experience than 63% of advisors in Texas
Ameriprise Financial Services
12yrs
More experience than 56% of advisors in Marshall
Osaic Wealth
12yrs
More experience than 50% of advisors in Marshall
Edward Jones
7yrs
7 years in the industry
Primerica Advisors
7yrs
7 years in the industry
Edward Jones
5yrs
5 years in the industry
LPL Financial
4yrs
4 years in the industry
LPL Financial
4yrs
4 years in the industry
Edward Jones
4yrs
4 years in the industry
Edward Jones
4yrs
4 years in the industry
Edward Jones
3yrs
3 years in the industry
LPL Financial
1yr
1 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.