Brent A Marshall
Investment adviser representative at Gradient Advisors, LLC
44 yearsExperience
1 stateRegistered in
PFSDesignation
$289.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
44 years in the industry.
- Gradient Advisors, LLCJun 2019 to now
- Brent A. Marshall, Cpa/pfsJun 1982 to now
- Omni FundJan 2016 to Dec 2019
- Mohave County Adult Educational ServicesOct 2014 to Dec 2018
- Simplicity Financial Marketing F.K.A. Vicks & AssociatesOct 2014 to Dec 2017
- Horter Investment Management, LLCOct 2008 to May 2019
- Senior Lifestyle StrategiesApr 2006 to Dec 2019
- The Marshall GroupSep 1989 to Dec 2019
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2658061
- Firm CRD
- 152665