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Lloyd B. Marsh, IV
Financial Advisor
Guided Portfolio Manager
104 First Ave East
Hendersonville, NC 28792
tel: 828-696-0401
toll free: 888-305-8939
fax: 828-698-5259
Email Me
Welcome Experience Education Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Business Experience
  • 2001 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Guided Portfolio Manager
    Asheville/Hendersonville, NC
  • 1997 - 2001: Merrill Lynch
    Asheville/Hendersonville, NC
  • 1995 - 1997: Olde Financial Services
    Rancho Palos Verdes, CA
Education and Licensing
  • Bachelors - Business Administration & Finance, 1995
    University of Arizona
    Tucson, AZ
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Variable Annuity Insurance Licensed
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Qualified Retirement Plans
  • Stock Option Plans
  • Municipal Bonds
  • Women and Company®
  • Education Planning
  • Exchange Traded Funds
  • 401k Rollovers
  • Defined Contribution Plans
  • Insurance Services
  • Certificates of Deposit
  • Annuities
  • Life Insurance
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Lloyd B. Marsh, IV is licensed in the following state(s): CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, ME, MI, NC, NJ, NY, OH, SC, VA, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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