Advisor at The Marshall Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Marshall Financial Group LLC
Location
Hunt Valley, MD 21031
Credentials
Series 66
Industry experience
3 years
Denton Lane is a financial advisor with The Marshall Financial Group LLC in Hunt Valley, MD. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Farther Finance Advisors, Merrill Edge, and Bank of America Merrill Lynch. 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 builds individualized portfolios based on client risk tolerance and objectives, typically utilizing mutual funds, ETFs, and managed stock sleeves, and offers services such as asset management, retirement and estate planning, and client education seminars.
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
Marshall Financial Group
2025 - Present (1 year)
The Marshall Financial Group LLC
2025 - Present (1 year)
Farther Finance Advisors
2024 - 2025 (1 year)
Merrill Edge
2023 - 2024 (1 year)
Bank of America Merrill Lynch
2022 - 2024 (2 years)
Merrill Edge
2022 - 2023 (1 year)
Victor Insurance Managers
2021 - 2022 (1 year)
Tompkins Financial Corporation
2020 - 2020 (1 year)
Bard College
2018 - 2022 (4 years)
Pomfret School
2015 - 2018 (3 years)
Purity Ice Cream Company
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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