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 5 years of experience in the finance industry.

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Investment Advisors
Company Name Location Dates Years
Pensionmark Financial Group, Llc Dba/ Rogers Financial Harrisonburg, VA Sep 2015 - Current 2
Capfinancial Securities, LLC Raleigh, NC Sep 2015 - Current 2
Rogers Financial Harrisonburg, VA Dec 2014 - Current 3
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
  • Total Number of Accounts
  • Average Account Value
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


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

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