PM
PM

Peter Andrew Marshall

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
914 clients
Average Client Portfolio
$649K average
Assets Under Management
$593.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter is an Investment Advisor Representative (IAR) with The Marshall Financial Group, dedicating more than half of his time to this role. He also works as an agent for PKS Financial, selling fixed/traditional insurance products and spending minimal time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - Present · 5 yrs 6 mos
The Marshall Financial Group LLC
May 2008 - Present · 17 yrs 9 mos
Previous Registrations
American Financial Management, LTD.
September 2022 - January 2024 · 1 yr 4 mos
Ssn Advisory, INC.
March 2018 - August 2020 · 2 yrs 5 mos
Ssn Advisory, INC.
December 2005 - July 2008 · 2 yrs 7 mos
Securities Service Network, LLCBroker
September 2005 - August 2020 · 14 yrs 11 mos
Metlife Securities INC.Broker
May 2000 - September 2005 · 5 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
May 2000 - September 2005 · 5 yrs 4 mos
State Registrations31 states
ARCACOCTDCDEFLGAIAIDILMAMDMIMNNCNHNJNMNYOHORPARISCTXVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.