Peter Marshall, financial advisor Hunt Valley MD

Peter Marshall

CRD Number: 4165191
Current Firm: The Marshall Financial Group LLC

Peter Marshall (CRD# 4165191) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Aug 2020 - Current 3
The Marshall Financial Group LLC Hunt Valley, MD Oct 2005 - Current 18
Ssn Advisory, Inc. Hunt Valley, MD Mar 2018 - Aug 2020 2
Securities Service Network, Inc. Hunt Valley, MD Sep 2005 - Aug 2020 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Peter A. Marshall
Phone Number: (410) 563-1044
Registered State(s):
  • CO
  • MD
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    1,878
    ACCOUNTS
  • Average Account Value
    $249,561
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, LA, MA, MD, MN, NC, NH, NJ, NY, PA, TX, VA, WI

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