David Marshall

David Marshall Email and Phone Number

President at Marshall Wealth Management Group @
David Marshall's Location
Salinas, California, United States, United States
David Marshall's Contact Details

David Marshall work email

David Marshall personal email

n/a
About David Marshall

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.

David Marshall's Current Company Details
Marshall Wealth Management Group

Marshall Wealth Management Group

President at Marshall Wealth Management Group
David Marshall Work Experience Details
  • Marshall Wealth Management Group
    Founder And President
    Marshall Wealth Management Group Apr 2000 - Present
    For a list of states in which I am registered to do business, please visit: marshallwealth.com.
  • Edward Jones
    Investment Advisor
    Edward Jones 1997 - 2000
  • Ubs
    Investment Executive
    Ubs 1995 - 1997
  • River Ranch Fresh Foods
    Raw Product Manager
    River Ranch Fresh Foods 1993 - 1995
  • Fresh Express Farms
    Raw Product Manager
    Fresh Express Farms 1991 - 1993
  • Transfresh Corporation
    Research Product Manager
    Transfresh Corporation 1985 - 1991
  • Hussa Ranch
    Ranch Hand
    Hussa Ranch 1974 - 1982

David Marshall Skills

Wealth Management Retirement Financial Advisory Investments 401k Strategic Financial Planning Strategic Planning Retirement Planning Asset Managment

David Marshall Education Details

Frequently Asked Questions about David Marshall

What company does David Marshall work for?

David Marshall works for Marshall Wealth Management Group

What is David Marshall's role at the current company?

David Marshall's current role is President at Marshall Wealth Management Group.

What is David Marshall's email address?

David Marshall's email address is dm****@****lth.com

What schools did David Marshall attend?

David Marshall attended Saint Mary's College Of California.

What skills is David Marshall known for?

David Marshall has skills like Wealth Management, Retirement, Financial Advisory, Investments, 401k, Strategic Financial Planning, Strategic Planning, Retirement Planning, Asset Managment.

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