Advisor at Spire Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spire Wealth Management, LLC
Location
Silver City, MS
Credentials
Series 63, Series 66
Industry experience
12 years
Hallie Marshall is a financial advisor at Spire Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prosperity Capital Advisors, GWM Advisors, LLC, LPL Financial, LLC, and Commonwealth Financial Network. Outside of her advisory role, she serves as a poll manager and clerk for the Humphreys County Election Commission. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also features proprietary risk overlays and collaborates with affiliates to manage model portfolios.
Based on Spire Wealth Management, LLC
Based on Spire Wealth Management, LLC
Financial planning fees may be charged on a fixed fee basis depending on arrangement.
0.02% to 2.25% annually
Commission compensation from securities sales through affiliated broker-dealer or insurance commissions may apply separately; no advisory fees charged in addition to commissions on those sales.
Financial planning fees typically charged on an hourly basis; specific amounts negotiated with client.
Financial planning fees may also be charged on a subscription basis; details vary by advisor.
Account minimum: $25,000
Silver City, MS
Mississippi
Spire Securities
2024 - Present (2 years)
Prosperity Capital Advisors
2021 - 2024 (3 years)
GWM Advisors, LLC
2018 - 2021 (3 years)
LPL Financial, LLC
2018 - 2021 (3 years)
Jefferson Society for the Prevention of Cruelty to Animals(SPCA)
2018 - 2020 (2 years)
Jefferson Feed Pet & Garden Center
2018 - 2020 (2 years)
UnEmployed
2018 - 2018 (1 year)
Commonwealth Financial Network
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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