Russell Weiss (CRD# 4366936) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 22 years of experience in the finance industry. Russell Weiss 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown, PA | Jan 2019 - Current | 5 |
| The Marshall Financial Group, Inc. | Doylestown, PA | Apr 2004 - Current | 20 |
| Wm. L. Marshall & Assoc. Inc. | Doylestown, PA | Apr 2004 - Jun 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management779MILLIONS
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Total Number of Accounts1,525ACCOUNTS
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Average Account Value$510,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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