Scott
Marshall

Valmark Advisers, Inc

CRD#5371392
Investment Advisor
in Jackson, MS

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About this Advisor

Scott Marshall is a certified financial planner operating in Jackson, Mississippi, with a total of 2 years of relevant experience. Marshall is an advisor for Valmark Advisers, Inc. Their career trajectory has included roles at The Leaders Group, Inc, Marshall Financial Planning, LLC, Rivertree Financial Planning, LLC, Valmark Securities, Inc and Valmark Advisers, Inc. Marshall maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Arkansas, Florida, Illinois, Kentucky, Louisiana, Michigan, Mississippi, New Jersey, Texas and Virginia. Valmark Advisers, Inc is a firm operating out of Akron, OH. The company has offices in 156 locations and a total of 260 financial advisors. It manages $6 billion in assets across its 16,044 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 16,044 accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees depend on the type of financial services. However, fee types charged by Valmark Advisers, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2630 Ridgewood Road, Suite C
Jackson, MS 39216

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,802,516,925

MS Average: $2,106,341,625
Total Number of Employees

260

MS Average: 34
Total Number of Accounts

16,044

MS Average: 1,972
Average Account Size

$361,663

MS Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Scott Marshall Work History

Scott has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Valmark Securities, Inc

2021 - Present (3 years)

Valmark Advisers, Inc

2013 - Present (11 years)

Rivertree Financial Planning, LLC

2009 - 2021 (12 years)

The Leaders Group, Inc

2009 - 2013 (4 years)

Marshall Financial Planning, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Marshall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valmark Advisers, Inc

Eric Clayton
Canfield, OH
Michael Slattery
Boston, MA
Richard Dineen
Elkhorn, NE
Brandon Dirkschneider
Elkhorn, NE
Paul Rokosz
Oak Brook, IL
Keith Clapacs
Cleveland, OH
Mark Rothwell
Charlotte, NC
Jackie Gates
Rice Lake, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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