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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Marshall is an investment advisor representative at Agincourt Capital Management, LLC, with over 20 years of experience in the financial services industry. Brian is a Chartered Financial Analyst and holds a Series 65 license. Brian specializes in portfolio management for individuals, businesses, and investment companies. Brian has a strong track record of success in managing investment portfolios and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
02/15/2001 - Present
Agincourt Capital Management, LLC (RICHMOND VA)
IA
Issued 03/30/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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