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Financial ADVSR advisor directory · SEC adviser records

The Marshall Financial Group LLC financial advisors

Every SEC-registered investment adviser representative at The Marshall Financial Group LLC, by the state and city of the office they work from.

The short answer

13 registered advisors work at The Marshall Financial Group LLC, in 3 states and 3 cities; the most are in Hunt Valley, MD (11). 3 list the CFP designation and 1 are also registered broker representatives.

Search every The Marshall Financial Group LLC advisor by name →Who joined and left The Marshall Financial Group LLC →The Marshall Financial Group LLC: assets, clients and custodians →

Cities with the most The Marshall Financial Group LLC advisors

Hunt Valley, MD 11Kingston, NY 1Salinas, CA 1

The Marshall Financial Group LLC advisors by state

The Marshall Financial Group LLC in Maryland 11

Hunt Valley 11

The Marshall Financial Group LLC in California 1

Salinas 1

The Marshall Financial Group LLC in New York 1

Kingston 1

Questions

How many financial advisors does The Marshall Financial Group LLC have?

13 investment adviser representatives are registered with The Marshall Financial Group LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 3 list the CFP designation and 1 are also registered as broker representatives.

Where does The Marshall Financial Group LLC have the most advisors?

Hunt Valley, MD, with 11 registered advisors, then Kingston, NY (1). By state, Maryland has the most, with 11.

How do I find a The Marshall Financial Group LLC financial advisor near me?

Pick your state below, then your city, to see every The Marshall Financial Group LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at The Marshall Financial Group LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →