Founder And President
CurrentFor a list of states in which I am registered to do business, please visit: marshallwealth.com.
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@marshallwealth.com
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David Marshall is listed as Founder and President at Marshall Wealth Management Group, based in Salinas, California, United States. AeroLeads shows a work email signal at marshallwealth.com and a matched LinkedIn profile for David Marshall.
David Marshall previously worked as Investment Advisor at Edward Jones and Investment Executive at Ubs. David Marshall holds B.A., Management from Saint Mary'S College Of California.
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David T. Marshall, local CERTIFIED FINANCIAL PLANNER (tm) and Chartered Financial Consultant, is the founder and president of the Marshall Wealth Management Group. David specializes in comprehensive wealth management and retirement planning services offered from an independent and objective perspective. A Salinas resident for over thirty years, David maintains a close bond with his Monterey Bay community. His hobbies include hiking, sailing, and sports cars. The mission of the Marshall Wealth Management Group is to provide excellent financial advice and wealth management for people and organizations we care about. David is a Registered Principal with LPL Financial. California Insurance License #0C22374. Securities offered through LPL Finanical, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section above. Financial planning offered through Marshall Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial. (FINRA: www.finra.org; SIPC: www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Wealth Management, Retirement, Financial Advisory, Investments, and 5 others.
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For a list of states in which I am registered to do business, please visit: marshallwealth.com.
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David Marshall works for Marshall Wealth Management Group.
David Marshall is listed as Founder and President at Marshall Wealth Management Group.
AeroLeads has found 1 work email signal at @marshallwealth.com for David Marshall at Marshall Wealth Management Group.
David Marshall is based in Salinas, California, United States while working with Marshall Wealth Management Group.
David Marshall has worked for Marshall Wealth Management Group, Edward Jones, Ubs, River Ranch Fresh Foods, and Fresh Express Farms.
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David Marshall holds B.A., Management from Saint Mary'S College Of California.
David Marshall is listed with skills including Wealth Management, Retirement, Financial Advisory, Investments, 401K, Strategic Financial Planning, Strategic Planning, and Retirement Planning.
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