TrueAdvisor
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SM
CFP
SM
CFP

Scott Marshall

Valmark Advisers, INC.
19 Years of Experience
Jackson, MS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Marshall is a CFP-designated registered investment advisor at Valmark Advisers, INC., based in Jackson, MS, with 19 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.

Valmark Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
14,890 clients
Average Client Portfolio
$683K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2630 Ridgewood Road, Suite C, Jackson, MS, 39216

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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

Scott is a 100% owner of Marshall Financial Planning, LLC and a 1/3 owner of Rivertree Financial Planning, LLC, dedicating about a quarter of his time to the latter. He also works as an agent for GoldenCare/Integrity LTC Group, soliciting fixed long-term care insurance opportunities, which takes minimal time.

Employment History
Current Registrations
Valmark Advisers, INC.
October 2021 - Present · 5 yrs
Valmark Securities, INC.Broker
October 2021 - Present · 5 yrs
Previous Registrations
Tlg Advisors, INC.
August 2009 - October 2021 · 12 yrs 2 mos
The Leaders Group, INC.Broker
August 2009 - October 2021 · 12 yrs 2 mos
Mutual Service CorporationBroker
July 2007 - August 2009 · 2 yrs 1 mo
State Registrations13 states
ALARAZFLKYLAMIMOMSNJTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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