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 5 years of experience in the finance industry.
Barkey Financial, LLC
U.s. Advisors, Inc.
|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|
Total Assets Under Management9,988MILLIONS
Total Number of Accounts3,170ACCOUNTS
Average Account Value$3,150,698
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
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