Marshall Graham Wesel
Investment adviser representative at Stephens
11 yearsExperience
2 statesRegistered in
$18BFirm assets
46 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Stephens IncJun 2025 to now
- High Point UniversityAug 2024 to Jun 2025
- Wells FargoMay 2024 to Aug 2024
- Carolina Acquisition PartnersJan 2024 to Apr 2024
- High Point UniversityAug 2023 to Jan 2024
- Boston Freight Train Lacrosse ClubMay 2023 to Aug 2023
- Liberty Mutual InsuranceMay 2023 to Aug 2023
- High Point UniversityAug 2022 to Apr 2023
- Concord-carlisle Men's Lacrosse TeamMay 2022 to Aug 2022
- Gorilla's Lacrosse ClubMay 2022 to Aug 2022
- Center X-face OffsMay 2022 to Jun 2022
- High Point UniversityAug 2021 to May 2022
- Cornella's RestaurantMay 2021 to Aug 2021
- NAApr 2020 to May 2021
- Fiorella's CucinaOct 2018 to Apr 2020
- N/aJun 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Stephens
Legal name: Stephens Inc.
$18BAssets managed
21,991Clients
242Advisers
46 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
- 8111308
- Firm CRD
- 3496