Unclaimed Profile

George Ec Evans

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Clean recordTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 3012537Firm CRD# 110935

Profile Verification

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

Identity

George Ec Evans · DOYLESTOWN, PA

Registration

CRD #3012537 · THE MARSHALL FINANCIAL GROUP, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George Ec Evans is a registered financial advisor based in DOYLESTOWN, Pennsylvania, affiliated with THE MARSHALL FINANCIAL GROUP, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

AUM

$779M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE MARSHALL FINANCIAL GROUP, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3012537

Firm CRD# 110935

View on FINRA BrokerCheck →

Looking for a financial advisor in DOYLESTOWN?

Browse all registered financial advisors in DOYLESTOWN, Pennsylvania or claim this profile if it's yours.

Browse DOYLESTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does George Ec Evans offer?

George Ec Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are George Ec Evans's credentials?

George Ec Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Ec Evans located?

George Ec Evans is based in DOYLESTOWN, Pennsylvania, working with THE MARSHALL FINANCIAL GROUP, INC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does George Ec Evans charge for services?

George Ec Evans's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MARSHALL FINANCIAL GROUP, INC?

THE MARSHALL FINANCIAL GROUP, INC has approximately 22 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →