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Credentials
Series 63, Series 66
Experience Industry experience
13 years
Location
Silver City, MS
Concurrent Investment Advisors, LLC
Enterprise
Hallie Marshall is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Spire Securities, LPL Financial, and Morgan Stanley. Outside of her advisory role, she serves as a poll manager/clerk for the Humphreys County Election Commission. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a broad network of advisors and integrated platform solutions.
Based on Concurrent Investment Advisors, LLC
Fixed fees for financial planning services up to $25,000 per project or fixed annual fees up to $200,000 for ongoing planning.
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually
Certain Advisory Persons may receive commissions as registered representatives and/or insurance agents, in addition to advisory fees, for securities and insurance transactions.
Up to $500 per hour for project-based financial planning services.
Fee-only: Financial planning services billed up to $500 per hour or fixed fees up to $25,000 per project; ongoing planning engagements charged up to $200,000 annually.
Silver City, MS
Silver City MS
Advisors at this office
1
Mississippi
13 years of industry experience
Concurrent Investment Advisors, LLC
2026 - Present • 1 year
Tampa, FL
Spire Securities
2024 - 2026 • 2 years
McLean, VA
Spire Investment Partners
2023 - 2026 • 3 years
McLean, VA
C2P Enterprises
2021 - 2023 • 2 years
Westlake, OH
LPL Financial, LLC
2018 - 2021 • 3 years
New Orleans, LA
NewEdge Advisors (formerly GWM Advisors)
2018 - 2021 • 3 years
New Orleans, LA
Jefferson Feed Pet & Garden Center
2018 - 2020 • 2 years
Jefferson, LA
Jefferson Society for the Prevention of Cruelty to Animals(SPCA)
2018 - 2020 • 2 years
Jefferson, LA
UnEmployed
2018 - 2018 • 1 year
New Orleans, LA
Commonwealth Financial Network
2015 - 2018 • 3 years
San Diego, CA
CBD Wealth Management
2014 - 2018 • 4 years
Metairie, LA
Morgan Stanley
2013 - 2014 • 1 year
Ridgeland, MS
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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