Andrew Marshall (CRD# 6578169) is an Investment Advisor Representative working at Andrew Marshall Financial LLC in Carlsbad, CA and has over 9 years of experience in the finance industry. Andrew Marshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Andrew Marshall Financial, LLC | Carlsbad, CA | Nov 2015 - Current | 8 |
| Self | Encinitas, CA | May 2015 - Oct 2015 | < 1 |
| Uc Irvine | Irvine, CA | Jan 2014 - Apr 2015 | 1 |
| Jc Resorts | Encinitas, CA | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
CA
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