Marshall Financial Advisory, LLC

Marshall Financial Advisory, LLC (CRD# 166011) is a financial advisory firm headquartered in Aurora, CO. They manage $4,500,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CO

Financial Advisors at Marshall Financial Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard D. Marshall
CRD#: 6136277
6625 S. Quemoy Circle, Aurora, CO 80016

Richard Marshall (CRD# 6136277) is an Investment Advisor Representative working at Marshall Financial Advisory, LLC in Aurora, CO and has over 11 years of experience in the finance industry.

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