Adam Reinert, financial advisor Doylestown PA
96 score

Adam Reinert

CRD Number: 5351183
Current Firm: The Marshall Financial Group, Inc.

Adam Reinert (CRD# 5351183) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 8 years of experience in the finance industry. Adam Reinert 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.

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Professional Designations
Company Name Location Dates Years
The Marshall Financial Group, Inc. Doylestown, PA May 2011 - Current 5
Wm. L. Marshall & Associates, Inc. Doylestown, PA Jul 2008 - Current 8
Cambridge Investment Research, Inc. Fairfield, IA Jul 2008 - Jun 2012 3
Millersville University Millersville, PA Aug 2004 - May 2008 3
Emerald Asset Management Lancaster, PA Jan 2008 - Apr 2008 < 1
Morgan Stanley Lancaster, PA Jun 2007 - Dec 2007 < 1
Clemmer Moving And Storage Telford, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for Adam J. Reinert
Phone Number: (215) 348-9393
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    637
    MILLIONS
  • Total Number of Accounts
    1,513
    ACCOUNTS
  • Average Account Value
    $421,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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