Unclaimed Profile

Sheryl Diane Parks

THE MARSHALL FINANCIAL GROUP LLC·HUNT VALLEY, Maryland

SIE, Series 7, Series 63CFPClean record11 years registeredTHE MARSHALL FINANCIAL GROUP LLC

225 SCHILLING CIRCLE, HUNT VALLEY, MD 21031CRD# 1227092Firm CRD# 146362

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sheryl Diane Parks · HUNT VALLEY, MD

Registration

CRD #1227092 · THE MARSHALL FINANCIAL GROUP LLC · 11 years registered

Brand Profile

Not yet started

Career History

THE MARSHALL FINANCIAL GROUP LLC

Jul 2015 – present

SSN ADVISORY, INC.

Mar 2018 – Aug 2020

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 22, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP LLC

CRD 146362 · SEC 801-117820

AUM

$469M

Regulatory assets under management

Employees

1,878 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE MARSHALL FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Sheryl Diane Parks offer?

Sheryl Diane Parks specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Sheryl Diane Parks's credentials?

Sheryl Diane Parks holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sheryl Diane Parks located?

Sheryl Diane Parks is based in HUNT VALLEY, Maryland, working with THE MARSHALL FINANCIAL GROUP LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Sheryl Diane Parks charge for services?

Sheryl Diane Parks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MARSHALL FINANCIAL GROUP LLC?

THE MARSHALL FINANCIAL GROUP LLC has approximately 18 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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