The Marshall Financial Group LLC

The Marshall Financial Group LLC (CRD# 146362) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $46,283,597 in 253 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $182,939
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
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.

MD, PA

Financial Advisors at The Marshall Financial Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
Rodney C. Brewer
CRD#: 4554918
225 Schilling Circle, Suite 255, Hunt Valley, MD 21031
93
Wealthminder
score

Rodney Brewer (CRD# 4554918) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 14 years of experience in the finance industry.

2
Michael A. Brown
CRD#: 2468916
Carlisle, PA
93
Wealthminder
score

Michael Brown (CRD# 2468916) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Carlisle, PA and has over 22 years of experience in the finance industry.

3
Peter A. Marshall
CRD#: 4165191
225 Schilling Circle, Suite 255, Hunt Valley, MD 21031
93
Wealthminder
score

Peter Marshall (CRD# 4165191) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 11 years of experience in the finance industry.

4
Agostino A. Pugliese
CRD#: 5624255
225 Schilling Circle, Suite 255, Hunt Valley, MD 21031
93
Wealthminder
score

Agostino Pugliese (CRD# 5624255) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has over 5 years of experience in the finance industry.

5
Henry H. Rulapaugh
CRD#: 4624285
Womelsdorf, PA
93
Wealthminder
score

Henry Rulapaugh (CRD# 4624285) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Womelsdorf, PA and has over 13 years of experience in the finance industry.

6
Emmett D. Scarborough
CRD#: 2058487
Annapolis, MD
93
Wealthminder
score

Emmett Scarborough (CRD# 2058487) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Annapolis, MD and has over 15 years of experience in the finance industry.

7
Sheryl D. Parks
CRD#: 1227092
225 Schilling Circle, Suite 255, Hunt Valley, MD 21031
90
Wealthminder
score

Sheryl Parks (CRD# 1227092) is an Investment Advisor Representative working at The Marshall Financial Group LLC in Hunt Valley, MD and has 1 year of experience in the finance industry. Sheryl Parks 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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