Donald Scholz, financial advisor Doylestown PA
96 score

Donald Scholz

CRD Number: 1400922
Current Firm: The Marshall Financial Group, Inc.

Donald Scholz (CRD# 1400922) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 31 years of experience in the finance industry. Donald Scholz 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
William L. Marshall Companies, Inc. Doylestown, PA Jul 2005 - Current 11
Wm. L. Marshall & Associates, Inc. Doylestown, PA Oct 1995 - Current 21
The Marshall Financial Group, Inc. Doylestown, PA Feb 1994 - Current 22
Cambridge Investment Research, Inc. Fairfield, IA Jan 2002 - Jun 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
Contact Info for Donald R. Scholz
Phone Number: (215) 348-9393
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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