Marshall Financial Group is an independent wealth management firm and Registered Investment Advisory (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life.
225 Schilling Circle, Suite 255, Hunt Valley, MD 21031
Securities offered through Securities Service Network, Inc. Member FINRA & SIPC. The Marshall Financial Group, LLC. is a Registered Investment Advisor. Investment products and services from this representative(s) available only to residents of: California (CA), Colorado (CO), Washington, D.C. (DC), Delaware (DE), Florida (FL), Georgia (GA), Maryland (MD), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), New York (NY), Ohio (OH), Pennsylvania (PA), and Virginia (VA). Advisory services available only to residents of MD and PA.
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.