CHAD MARSHALL, CFP, CFP

Financial Advisor

Vice President - Investments

Address: 1 HAYWOOD STREET, 2ND FLOOR , ASHEVILLE , NC 28801
Phone: 828-232-3815  |  866-851-7401   

Tailored Financial Strategies. Personal Service.

My Associate(s): Kristi Schofield, Client Associate

My Experience

  • 2003 - 2005 : Naval Audit Service, US DOD
  • 2003 - 2005 : Naval Audit Service, US DOD
  • 2005 - 2006 : Liberty Tax Service (Owner)
  • 2005 - 2006 : Liberty Tax Service (Owner)
  • 2006 - 2011 : Merrill Lynch
  • 2006 - 2011 : Merrill Lynch
  • 2011 - present : Wells Fargo Advisors
  • 2011 - present : Wells Fargo Advisors

My Education & Credentials

  • Bachelor of Arts in International Business- NGU
  • Bachelor of Arts in International Business- NGU
  • Certified Financial Planner Certificate, Wake Forest University
  • Certified Financial Planner Certificate, Wake Forest University
  • Fundamental Choice Portfolio Manager
  • Fundamental Choice Portfolio Manager
Securities Registered in the following states: AZ, CA, CO, DE, FL, GA, IL, KY, LA, MA, MD, MN, MO, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY
Insurance licensed in the following states: CA (Lic. # 0H61933)
CHAD MARSHALL: Financial Advisor: Wells Fargo Clearing Services, LLC