Marshall Parker Simmons
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2023 to now
- Steward Partners Global Advisory, LLCMar 2023 to now
- Steward Partners Investment Solutions, LLCMar 2023 to now
- Cambridge Investment Research Advisors Inc.Jun 2022 to Mar 2023
- Cambridge Investment Research, Inc.Sep 2021 to Mar 2023
- Prosper Mullins Private Wealth ManagementJan 2021 to Oct 2021
- Pacific Learning CenterSep 2018 to Dec 2020
- Run To WinJun 2018 to Aug 2018
- Dream CenterSep 2017 to Jun 2018
- Menchies Frozen YogurtJul 2017 to Sep 2017
- Dream CenterSep 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 7448859
- Firm CRD
- 283004