Parker
Marsh
Stonebridge Financial Group, LLC
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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
Services Offered
Fee Structure
Office Location
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Stonebridge Financial Group, LLC Brokerage Details
$1,581,641,049
26
3,697
$427,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Parker Marsh Work History
Stonebridge Financial Group, LLC
Private Client Services
Triad Advisors
Triad Hybrid Solutions
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Waterfront Financial
Regal Wealth Advisors
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Kca Wealth Management, LLC
Keystone Hardscape And Construction
Keystone Hardscape And Construction
Lowe'S Companies, Inc
Harrisburg Area Community College
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
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lancaster, PA
Lemoyne, 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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