Unclaimed Profile

William Lawrence Marshall

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Series 00, Series 1, Series 6335 years registeredTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 320873Firm CRD# 110935

Profile Verification

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

Identity

William Lawrence Marshall · DOYLESTOWN, PA

Registration

CRD #320873 · THE MARSHALL FINANCIAL GROUP, INC · 35 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

Apr 1991 – Jan 2020

DOYLESTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 00

Series 1

Series 63

Registration record

First registered · April 8, 1991

Years registered · 35

Disclosure History

1990Customer Dispute·Award / Judgment

1983Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

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 William Lawrence Marshall offer?

William Lawrence Marshall specializes in Financial Planning, Investment Management, Wealth Management.

What are William Lawrence Marshall's credentials?

William Lawrence Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Lawrence Marshall located?

William Lawrence Marshall is based in DOYLESTOWN, Pennsylvania, last registered with THE MARSHALL FINANCIAL GROUP, INC.

How does William Lawrence Marshall charge for services?

William Lawrence Marshall'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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