Advisor at The Marshall Financial Group LLC
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Firm
The Marshall Financial Group LLC
Location
Hunt Valley, MD 21031
Credentials
Series 66
Industry experience
4 years
Andrew Hasz is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and four years of industry experience. He has worked at The Marshall Financial Group and Purshe Kaplan Sterling Investments since 2021 and previously held roles at IMPAQ International LLC and Lindenwood University. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $593 million in assets and offers services including fee-based asset management, retirement and estate planning, education planning, and managed stock accounts, using individualized portfolios based on client risk tolerance and objectives.
Based on The Marshall Financial Group LLC
Commissions earned by registered representatives for executing trades and mutual fund sales; includes trailing commissions from some mutual funds
Minimum fee: Minimum annual fee not to exceed $5,000; clients may pay difference if assets under management generate less than minimum
225 Schilling Circle, Suite 295
Hunt Valley, MD 21031
Maryland · Texas
The Marshall Financial Group LLC
2021 - Present (5 years)
Purshe Kaplan Sterling Investments
2021 - Present (5 years)
Marshall Financial Group
2021 - Present (5 years)
IMPAQ International LLC
2019 - 2019 (1 year)
Lindenwood University
2018 - 2021 (3 years)
IMPAQ International LLC
2018 - 2018 (1 year)
Lindenwood University
2016 - 2021 (5 years)
Unemployed
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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