Bo Marshall

VP - Financial Consultant

+1 314-726-7587

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, TD Ameritrade, 2018-2022
  • Investment Consultant, Scottrade, 2014-2018
  • Financial Advisor, Wells Fargo Advisors, 2014-2014
  • Financial Advisor, Northwestern Mutual Investments, 2013-2014
  • Financial Advisor, Wells Fargo Advisors, 2011-2013

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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