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 63, Series 66
Industry experience
4 years
Tyler Kang is a financial advisor at The Marshall Financial Group LLC with Series 63 and 66 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Securities. 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 provides fee-based asset management, retirement and estate planning, education planning, and managed stock and mutual fund investing, utilizing 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
Purshe Kaplan Sterling
2025 - Present (1 year)
The Marshall Financial Group LLC
2025 - Present (1 year)
The Marshall Financial Group LLC
2025 - Present (1 year)
Bank Of America, N.a.
2022 - 2025 (3 years)
Merrill
2022 - 2025 (3 years)
JPMorgan Securities LLC
2022 - 2022 (1 year)
J.P. Morgan Securities LLC
2021 - 2022 (1 year)
JPMorgan Chase Bank, N.A.
2020 - 2021 (1 year)
Chick-Fil-A
2020 - 2020 (1 year)
Amiccis
2019 - 2020 (1 year)
Nordstrom Inc
2017 - 2019 (2 years)
Koko Inc
2017 - 2017 (1 year)
Towson University
2016 - 2021 (5 years)
Panda Express
2016 - 2016 (1 year)
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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