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).

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 21 - 30 of 34 top financial advisors.
21
Noreen S. Miyake-Char
CRD#: 5139859
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Noreen Miyake-Char (CRD# 5139859) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 17 years of experience in the finance industry.

22
Anurati A. Patel
CRD#: 2047084
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Anurati Patel (CRD# 2047084) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 33 years of experience in the finance industry.

23
Carl C. Perthel
CRD#: 1768509
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Carl Perthel (CRD# 1768509) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 35 years of experience in the finance industry.

24
Robert E. Philbeck
CRD#: 2652662
210 Wingo Way, St 300, Mount Pleasant, SC 29464

Robert Philbeck (CRD# 2652662) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 28 years of experience in the finance industry.

25
John D. Plaugher
CRD#: 4391580
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

John Plaugher (CRD# 4391580) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 12 years of experience in the finance industry.

26
Mark A. Rossbach
CRD#: 2027262
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852

Mark Rossbach (CRD# 2027262) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 13 years of experience in the finance industry.

27
Martin Sullens
CRD#: 3090679
Marietta, GA

Martin Sullens (CRD# 3090679) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Marietta, GA and has over 25 years of experience in the finance industry.

28
Thomas T. Trela
CRD#: 4932855
108 W. Timonium Rd., Suite 302, Lutherville-Timonium, MD 21093

Thomas Trela (CRD# 4932855) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Lutherville-Timonium, MD and has over 9 years of experience in the finance industry.

29
David W. Upchurch
CRD#: 5241854
24 Cathedral Place, Suite 203, Saint Augustine, FL 32084

David Upchurch (CRD# 5241854) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Saint Augustine, FL and has over 6 years of experience in the finance industry.

30
John C. Vaccacio
CRD#: 6011421
108 W. Timonium Rd, Suite 302, Lutherville-Timonium, MD 21093

John Vaccacio (CRD# 6011421) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Lutherville-Timonium, MD and has over 10 years of experience in the finance industry.

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