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Peter Andrew Marshall

THE Marshall Financial Group LLC

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About Peter Andrew Marshall

Peter Marshall is a financial advisor with over 23 years of experience. Peter is currently registered with The Marshall Financial Group LLC in HUNT VALLEY, MD. Peter is a licensed representative of The Marshall Financial Group LLC and offers services in financial planning, portfolio management for individuals and businesses. The Marshall Financial Group LLC manages over $593 million in assets for approximately 2449 clients.

Firm Information

Peter Marshall is currently registered with THE Marshall Financial Group LLC. THE Marshall Financial Group LLC is a registered investment advisor based in HUNT VALLEY, MD. The firm manages approximately $593,043,749 in assets for 2,449 clients, including individuals, corporations, and other institutions. They offer portfolio management services for individuals and businesses. The firm has 9 investment advisor representatives and 4 licensed agents.
THE Marshall Financial Group LLC

225 SCHILLING CIRCLE

HUNT VALLEY, MD 21031

$593.04M

Assets Under Management

Not reported

Total Clients

10

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Marshall’s Registration & Firm History

MD

04/25/2017 - Present

THE Marshall Financial Group LLC (HUNT VALLEY MD)

MD

09/29/2005 - 08/14/2020

SECURITIES SERVICE NETWORK, LLC (HUNT VALLEY MD)

MA

05/03/2000 - 09/30/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/03/2000 - 09/30/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Andrew Marshall.
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