Parker
Marsh

Stonebridge Financial Group, LLC

CRD#6696602
Investment Advisor
in Lemoyne, PA

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About this Advisor

Parker Marsh is a financial advisor based in Lemoyne, Pennsylvania, working with Stonebridge Financial Group, LLC. Parker has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Kca Wealth Management, LLC, Keystone Hardscape And Construction, Southeastern University, Harrisburg Area Community College, Lowe's Companies, Inc, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Waterfront Financial, Regal Wealth Advisors, Triad Advisors, Triad Hybrid Solutions, Stonebridge Financial Group, LLC, and Private Client Services. Parker has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Parker is part of Stonebridge Financial Group, LLC, which operates out of Lemoyne, Pennsylvania. The firm has 2 offices and 26 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Stonebridge Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

602 North Front Street
Lemoyne, PA 17043

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Stonebridge Financial Group, LLC Brokerage Details

Total Assets Under Management

$1,581,641,049

PA Average: $15,833,994,310
Total Number of Employees

26

PA Average: 41
Total Number of Accounts

3,697

PA Average: 3,342
Average Account Size

$427,817

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Parker Marsh Work History

2024 - Present (0 year)

Stonebridge Financial Group, LLC

2024 - Present (0 year)

Private Client Services

2023 - Present (1 year)

Triad Advisors

2023 - Present (1 year)

Triad Hybrid Solutions

2021 - 2023 (2 years)

J.W. Cole Financial, Inc

2021 - 2023 (2 years)

J.W. Cole Advisors, Inc

2020 - 2020 (< 1 year)

Waterfront Financial

2020 - 2023 (3 years)

Regal Wealth Advisors

2018 - 2020 (2 years)

J.W. Cole Financial, Inc

2018 - 2020 (2 years)

J.W. Cole Advisors, Inc

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Kca Wealth Management, LLC

2016 - 2016 (< 1 year)

Keystone Hardscape And Construction

2015 - 2015 (< 1 year)

Keystone Hardscape And Construction

2014 - 2014 (< 1 year)

Lowe'S Companies, Inc

2013 - 2014 (1 year)

Harrisburg Area Community College

2010 - 2016 (6 years)

Southeastern University

Disclosures

Please visit the SEC profile of Parker Marsh 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 Stonebridge Financial Group, LLC

Sarah White
Lemoyne, PA
Kristopher Korzi
Lemoyne, PA
Jeremy Rivers
Lemoyne, PA
Jonathan Freeman
Lemoyne, PA
Brian Mccarver
Lemoyne, PA
Shari Dietz
Lemoyne, PA
Jeffrey Kline
Lemoyne, PA
Todd Bogda
Lancaster, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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