Richard Marshall, financial advisor Aurora CO

Richard Marshall

CRD Number: 6136277
Current Firm: Marshall Financial Advisory, LLC

Richard Marshall (CRD# 6136277) is an Investment Advisor Representative working at Marshall Financial Advisory, LLC in Aurora, CO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Mfr Properties, LLC Aurora, CO Apr 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Richard D. Marshall
Phone Number: 3038988527
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO

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