Scott Marshall is a CFP-designated registered investment advisor, based in Jackson, MS, with 18 years of industry experience.
Location
2630 Ridgewood Road, Suite C, Jackson, MS, 39216
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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
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.
Valmark Securities, INC.Broker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Mutual Service CorporationBroker
State Registrations13 states
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