Thomas Marshall, financial advisor Glen Allen VA

Thomas Marshall

CRD Number: 1941207
Current Firm: Virginia Estate And Retirement Planning Advisors, Inc.

Thomas Marshall (CRD# 1941207) is an Investment Advisor Representative working at Virginia Estate And Retirement Planning Advisors, Inc. in Glen Allen, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Virginia Tax Center Glen Allen, VA Aug 2016 - Current 6
Virginia Estate And Retirement Planning Advisors, Inc. Richmond, VA Aug 2009 - Current 13
Virginia Estate And Retirement Planning Group, Inc. Richmond, VA Jan 2004 - Current 18
G Marketing, Inc. Richmond, VA Jul 2008 - Dec 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Thomas P. Marshall
Phone Number: 800-279-3768
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $221,858
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

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