Thomas
Mcandrew
The Marshall Financial Group LLC
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About this Advisor
Thomas Mcandrew is a financial advisor who works in Cockeysville, Maryland, with 2 years of relevant experience. Mcandrew is an advisor for The Marshall Financial Group LLC. Over the course of their career, Mcandrew has held roles at Raymond James Financial Services, Inc, Cvi Financial LLC, Purshe Kaplan Sterling Inv, Marshall Financial Group and The Marshall Financial Group LLC. Mcandrew holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. The Marshall Financial Group LLC is an advisory company that has its headquarters in Cockeysville, MD. It administers $381 million in assets under management between its 1,628 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises six charitable organizations. Of its 1,628 customer accounts, just 14% are associated with high-net-worth individuals who have greater than $1 million in assets. The Marshall Financial Group LLC offers a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on the type of services provided. However, fees billed by The Marshall Financial Group LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Marshall Financial Group LLC Brokerage Details
$380,682,636
7
1,628
$233,835
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Thomas Mcandrew Work History
Thomas has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Inv
Marshall Financial Group
The Marshall Financial Group LLC
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Cvi Financial 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 Thomas Mcandrew 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 The Marshall Financial Group LLC
Wausau, WI
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
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