Antonio Marshall, financial advisor Catonsville MD
93 score

Antonio Marshall

CRD Number: 4523291
Current Firm: Next Financial Group, Inc.

Antonio Marshall (CRD# 4523291) is an Investment Advisor Representative working at Next Financial Group, Inc. in Catonsville, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Inc. Baltimore, MD Jul 2009 - Current 7
American Express Financial Advisors Owings Mills, MD Mar 2002 - Jul 2009 7
Ids Life Insurance Company Owings Mills, MD Mar 2002 - Jul 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Antonio C. Marshall
Phone Number: 713-789-7122
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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