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Sheryl Diane Parks

THE Marshall Financial Group LLC

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About Sheryl Diane Parks

Sheryl Diane Parks is a Registered Representative and Investment Advisor Representative with THE Marshall Financial Group LLC. Sheryl has been working in the financial services industry since 1996. Sheryl is a CERTIFIED FINANCIAL PLANNER™ professional. She is licensed to provide financial advice in Maryland, Connecticut, Delaware, Florida, Georgia, New York, Pennsylvania, Texas, and Virginia. Sheryl is a member of the Financial Industry Regulatory Authority (FINRA) and is also licensed as a life insurance agent.

Firm Information

Sheryl Parks 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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Sheryl Parks’s Registration & Firm History

MD

11/20/2020 - Present

THE Marshall Financial Group LLC (Hunt Valley MD)

MD

06/11/2015 - 08/14/2020

SECURITIES SERVICE NETWORK, LLC (HUNT VALLEY MD)

MA

07/09/2001 - 06/06/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

02/05/1998 - 03/22/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

03/01/1996 - 12/31/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

01/25/1985 - 03/01/1996

G. R. PHELPS & CO., INC.

NA

06/15/1984 - 12/31/1984

LEGG MASON WOOD WALKER, INCORPORATED

NA

01/25/1984 - 07/06/1984

INVESTMENT MANAGEMENT & RESEARCH, INC

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Licenses & Designations

BC

Issued 06/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheryl Diane Parks.
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