Thomas MarshallCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|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|
Total Assets Under Management60MILLIONS
Total Number of Accounts272ACCOUNTS
Average Account Value$221,858
- 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
- Selection of other advisers (including private fund managers)
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