Marshall Financial Advisory, LLC

Marshall Financial Advisory, LLC (CRD# 166011) is a financial advisory firm headquartered in Aurora, CO. They manage $1,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Marshall Financial Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
Richard D. Marshall
CRD#: 6136277
6625 S. Quemoy Circle, Aurora, CO 80016

Richard Marshall (CRD# 6136277) is an Investment Advisor Representative working at Marshall Financial Advisory, LLC in Aurora, CO and has over 5 years of experience in the finance industry.

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