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John Marshall

Clarendon Insurance Agency, Inc.

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About John Marshall

John Marshall is an investment professional with over 20 years of experience in the financial services industry. John is currently registered with Clarendon Insurance Agency, Inc. John has held various positions at several firms, including CCO CAPITAL, LLC, FORETHOUGHT DISTRIBUTORS, LLC, TRANSAMERICA CAPITAL, INC., HARTFORD LIFE DISTRIBUTORS, LLC, SUN LIFE FINANCIAL DISTRIBUTORS, INC. and SUNAMERICA CAPITAL SERVICES, INC. John holds the Series 6, 7 and 63 securities licenses.

Firm Information

John Marshall is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Marshall’s Registration & Firm History

MA

01/27/2020 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

AZ

09/16/2014 - 01/15/2020

CCO CAPITAL, LLC (PHOENIX AZ)

CT

12/05/2013 - 09/22/2014

FORETHOUGHT DISTRIBUTORS, LLC (HARTFORD CT)

CO

11/27/2012 - 12/13/2013

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CT

01/18/2012 - 06/28/2012

HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)

MA

03/23/2009 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

NJ

09/01/1999 - 03/20/2009

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 08/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Marshall.
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