Christopher
Marshall
Grove Point Advisors, LLC
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About this Advisor
Christopher Marshall is a financial advisor working out of Rockville, Maryland with 2 years of relevant experience. Marshall works at Grove Point Advisors, LLC. Their career trajectory has included roles at Edward Jones, Alterity Financial Group, LLC (Formerly Maine Asset Management), Thomas Tax And Financial Services, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency LLC, Securities America, Inc, Securities America Advisors, Grove Point Investments, LLC, Grove Point Advisors, LLC and Marshall Mortgage LLC. Marshall holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Maine. Grove Point Advisors, LLC is a firm operating out of Rockville, MD. The firm has offices in 208 locations and a total of 333 advisors. It handles $2 billion in assets across its 8,355 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 19 charities and foundations. Of its 8,355 accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on the type of financial services offered. However, fees charged by Grove Point Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Marshall Work History
Christopher has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Marshall Mortgage LLC
Securities America, Inc
Securities America Advisors
Thomas Tax And Financial Services
Hd Vest Investment Services
Hd Vest Advisory Services
Hd Vest Insurance Agency LLC
Alterity Financial Group, LLC (Formerly Maine Asset Management)
Edward Jones
*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 Christopher 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 Grove Point Advisors, LLC
Paso Robles, CA
Rockville, MD
Rockville, MD
Rockville, MD
Lutherville Timonium, MD
Bethlehem, PA
Trenton, NJ
Rockville, MD
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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