John
Marshall

Kings Point Capital Management LLC

CRD#2634720
Investment Advisor
in Great Neck, NY

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About this Advisor

John Marshall is a certified financial planner and chartered financial analyst working in Great Neck, New York, with a total of 12 years in the industry. Marshall currently works for Kings Point Capital Management LLC. They have spent their whole time as a financial advisor at Kings Point Capital Management Llc. Marshall has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Louisiana, New York and Texas. Kings Point Capital Management LLC is an advisory firm that has its headquarters in Great Neck, New York. The firm has a total of 17 advisors. It has $2 billion in total assets across its 1,334 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 1,334 client accounts, 88% are held by high-net-worth investors who have more than $1 million in assets. Kings Point Capital Management LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Kings Point Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

60 Cuttermill Road Suite 516
Great Neck, NY 11021

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Kings Point Capital Management LLC Brokerage Details

Total Assets Under Management

$1,697,342,447

NY Average: $7,464,549,021
Total Number of Employees

17

NY Average: 88
Total Number of Accounts

1,334

NY Average: 3,892
Average Account Size

$1,272,371

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Marshall Work History

John has 12 years of experience.

2010 - Present (12 years)

Kings Point Capital Management LLC

Disclosures

John Marshall has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kings Point Capital Management LLC

Andres Fernandez-Salvador
Great Neck, NY
Jason Beaird
Great Neck, NY
John Marshall
Great Neck, NY
Jeffrey Bates
Germantown, TN
Billy Dutton
Brentwood, TN
Hadley Doolittle
Brentwood, TN
Kenneth Lynn
Great Neck, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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