Brittney Marshall, financial advisor Harrisonburg VA
90 score

Brittney Marshall

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brittney R. Marshall
Phone Number: 888-201-5488
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    8,080
    MILLIONS
  • Total Number of Accounts
    2,545
    ACCOUNTS
  • Average Account Value
    $3,174,995
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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