The Marshall Financial Group, Inc.

The Marshall Financial Group, Inc. (CRD# 110935) is a financial advisory firm headquartered in Doylestown, PA. They manage $779,192,291 in 1,525 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    779
    MILLION
  • Total Number of Accounts
    1,525
    ACCOUNTS
  • Average Account Value
    $510,946
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at The Marshall Financial Group, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Daniel D. Cairns
CRD#: 2672424
33 West Court Street, Doylestown, PA 18901

Daniel Cairns (CRD# 2672424) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 28 years of experience in the finance industry.

2
James F. McGowan
CRD#: 4529208
33 West Court Street, Doylestown, PA 18901

James McGowan (CRD# 4529208) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 21 years of experience in the finance industry.

3
Paula C. Nangle
CRD#: 5269724
33 West Court Street, Doylestown, PA 18901

Paula Nangle (CRD# 5269724) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 16 years of experience in the finance industry.

4
Nicholas P. Pileggi
CRD#: 6405086
33 West Court Street, Doylestown, PA 18901

Nicholas Pileggi (CRD# 6405086) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 9 years of experience in the finance industry.

5
Adam J. Reinert
CRD#: 5351183
33 West Court Street, Doylestown, PA 18901

Adam Reinert (CRD# 5351183) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 15 years of experience in the finance industry.

6
Donald R. Scholz
CRD#: 1400922
33 West Court Street, Doylestown, PA 18901

Donald Scholz (CRD# 1400922) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 38 years of experience in the finance industry.

7
Russell S. Weiss
CRD#: 4366936
33 West Court Street, Doylestown, PA 18901

Russell Weiss (CRD# 4366936) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 22 years of experience in the finance industry.

8
Sean M. Dann
CRD#: 7535061
33 West Court Street, Doylestown, PA 18901

Sean Dann (CRD# 7535061) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry.

9
Jeffrey P. Dowds
CRD#: 7591288
33 West Court Street, Doylestown, PA 18901

Jeffrey Dowds (CRD# 7591288) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry.

10
Thomas M. McGraw
CRD#: 6490713
33 West Court Street, Doylestown, PA 18901

Thomas McGraw (CRD# 6490713) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 6 years of experience in the finance industry.

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