Unclaimed Profile

George Ec Evans

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Series 6, Series 7, Series 26, Series 63, Series 65Clean record19 years registeredTHE 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 · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MARSHALL FINANCIAL GROUP, INC

THE MARSHALL FINANCIAL GROUP, INC

Jan 2007 – Nov 2022

Poolesville, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · January 17, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

CRD 110935 · SEC 801-62319

AUM

$779M

Regulatory assets under management

Employees

1,525 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE MARSHALL FINANCIAL GROUP, INC →

Introduction

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Frequently Asked Questions

What services does George Ec Evans offer?

George Ec Evans specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with THE MARSHALL FINANCIAL GROUP, INC.

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.

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