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
9 years
Thomas Mc Andrew is a financial advisor with The Marshall Financial Group LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and CVI Financial LLC. He also serves as a Client Service and Operations Specialist at Marshall Financial Group. 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 offers fee-based asset management and planning services, building individualized portfolios using mutual funds, ETFs, and managed stock sleeves based on clients’ 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
The Marshall Financial Group LLC
2021 - Present (5 years)
Marshall Financial Group
2021 - Present (5 years)
Purshe Kaplan Sterling Inv
2021 - Present (5 years)
Raymond James Financial Services, inc.
2016 - 2020 (4 years)
Raymond James Financial Services, inc.
2016 - 2016 (1 year)
CVI Financial LLC
2012 - 2020 (8 years)
Raymond James Financial Services, inc.
2012 - 2016 (4 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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