Benjamin James Marshall
Investment adviser representative at Ascentis Independent Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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
Experience
14 years in the industry.
- Ascentis Independent Advisors, LLCMay 2023 to now
- Golden State Equity Partners, LLCApr 2023 to now
- Marshall Wealth AdvisorsApr 2023 to now
- Insurance-non VariableAug 2012 to now
- Townsquare CapitalNov 2021 to May 2023
- Drive Wealth ManagementJun 2017 to Mar 2022
- Lefavi Wealth ManagementNov 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (UT).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 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
- 5278475
- Firm CRD
- 322879