Brittney MarshallCRD Number: 6113973
Current Firm: Pensionmark Financial Group, LLC
Brittney Marshall (CRD# 6113973) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Harrisonburg, VA and has over 4 years of experience in the finance industry.
Barkey Financial, LLC
|Pensionmark Financial Group, Llc Dba/ Rogers Financial||Harrisonburg, VA||Sep 2015 - Current||1|
|Capfinancial Securities, LLC||Raleigh, NC||Sep 2015 - Current||1|
|Rogers Financial||Harrisonburg, VA||Dec 2014 - Current||2|
|Barren Ridge Vineyards||Fisherville, VA||Oct 2014 - Oct 2015||1|
|Lpl Financial||Harrisonburg, VA||Dec 2014 - Sep 2015||< 1|
|Vanguard Inc, Group.||Malvern, PA||Sep 2012 - Sep 2014||2|
|Blacksburg Community Center||Blacksburg, VA||May 2012 - Aug 2012||< 1|
|Virginia Tech||Blacksburg, VA||Jan 2010 - May 2012||2|
|Starbucks||Christiansburg, VA||Feb 2010 - Nov 2011||1|
|University Of Virginia||Charlottesville, VA||Aug 2008 - Dec 2009||1|
|Buffalo Gap High School||Swoope, VA||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management8,080MILLIONS
Total Number of Accounts2,545ACCOUNTS
Average Account Value$3,174,995
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA
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