Maryland Financial Group, Inc.

Maryland Financial Group, Inc. (CRD# 122320) is a financial advisory firm headquartered in Rockville, MD. They manage $1,112,399,451 in 3,859 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852
http://www.barnettwealthadvisors.com/
By the Numbers
  • Total Assets Under Management
    1,112
    MILLION
  • Total Number of Accounts
    3,859
    ACCOUNTS
  • Average Account Value
    $288,261
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA

Financial Advisors at Maryland Financial Group, Inc.
Showing 11 - 20 of 34 top financial advisors.
11
Susan Dixson, financial advisor Rockville MD
Susan M. Dixson
CRD#: 2425278
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Susan Dixson (CRD# 2425278) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 28 years of experience in the finance industry.

12
Frank Duncan, financial advisor Lutherville-Timonium MD
Frank K. Duncan
CRD#: 2838929
Duncan Investment Partners, 108 W Timonium Rd Ste 202, Lutherville-Timonium, MD 21093

Frank Duncan (CRD# 2838929) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Lutherville-Timonium, MD and has over 26 years of experience in the finance industry.

13
Raymond Firestone, financial advisor Mount Pleasant SC
Raymond B. Firestone
CRD#: 2891896
210 Wingo Way, St 300, Mount Pleasant, SC 29464

Raymond Firestone (CRD# 2891896) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 26 years of experience in the finance industry.

14
Samantha Fraelich-Rohe, financial advisor Rockville MD
Samantha A. Fraelich-Rohe
CRD#: 4426625
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Samantha Fraelich-Rohe (CRD# 4426625) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 15 years of experience in the finance industry.

15
Brad Glickman, financial advisor Rockville MD
Brad M. Glickman
CRD#: 2681605
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Brad Glickman (CRD# 2681605) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 27 years of experience in the finance industry.

16
David Hart, financial advisor Rockville MD
David B. Hart
CRD#: 4340095
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

David Hart (CRD# 4340095) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 23 years of experience in the finance industry.

17
Jeffrey Judge, financial advisor Rockville MD
Jeffrey M. Judge
CRD#: 5903701
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852
Jeffrey Judge (CRD# 5903701) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry. Jeffrey Judge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
18
Thompson Lemaistre, financial advisor Jacksonville FL
Thompson G. Lemaistre
CRD#: 4826095
4438 Herschel Street, Jacksonville, FL 32210

Thompson Lemaistre (CRD# 4826095) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Jacksonville, FL and has over 18 years of experience in the finance industry.

19
Alan Majak, financial advisor Rockville MD
Alan K. Majak
CRD#: 2658928
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Alan Majak (CRD# 2658928) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 28 years of experience in the finance industry.

20
David Mandell, financial advisor Mount Pleasant SC
David J. Mandell
CRD#: 2404177
210 Wingo Way Ste. 300, Mount Pleasant, SC 29464

David Mandell (CRD# 2404177) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 29 years of experience in the finance industry.

PREV ... 1 2 3 4 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals