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Robin Stacey House

THE Marshall Financial Group LLC

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About Robin Stacey House

Robin Stacey House is an investment advisor representative with The Marshall Financial Group LLC, located in Hunt Valley, MD. Robin has been in the industry since 2012. Robin is also affiliated with OUR House Wealth Advisors, based in Chicago, IL. Robin's current registrations are in Illinois and Florida.

Firm Information

Robin House 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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Robin House’s Registration & Firm History

MD

07/12/2024 - Present

THE Marshall Financial Group LLC (HUNT VALLEY MD)

CO

12/11/2017 - 12/31/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

IL

06/20/2012 - 12/12/2017

EDWARD JONES (EVERGREEN PARK IL)

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Licenses & Designations

BOTH

Issued 07/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Stacey House.
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