Peter Marshall is a registered investment advisor, based in Hunt Valley, MD, with 26 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold.
Location
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031
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Regulatory History
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.
Learn about disclosures →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
The Marshall Financial Group LLC
Previous Registrations
American Financial Management, LTD.
Ssn Advisory, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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