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David Jarrell Marshall

FLIPPIN BRUCE & PORTER INC·LYNCHBURG, Virginia
Clean recordFLIPPIN BRUCE & PORTER INC
800 MAIN STREET, LYNCHBURG, VA 24504-1508CRD# 863290Firm CRD# 105718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jarrell Marshall · LYNCHBURG, VA
Registration
CRD #863290 · FLIPPIN BRUCE & PORTER INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Jarrell Marshall is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with FLIPPIN BRUCE & PORTER INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
FLIPPIN BRUCE & PORTER INC
FLIPPIN BRUCE & PORTER INC
AUM
$587M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at FLIPPIN BRUCE & PORTER INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT
Regulatory
SEC/IARD CRD# 863290
Firm CRD# 105718
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jarrell Marshall offer?
David Jarrell Marshall specializes in Investment Management, Wealth Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are David Jarrell Marshall's credentials?
David Jarrell Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jarrell Marshall located?
David Jarrell Marshall is based in LYNCHBURG, Virginia, working with FLIPPIN BRUCE & PORTER INC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does David Jarrell Marshall charge for services?
David Jarrell Marshall's firm is compensated through percentage of aum, hourly charges, other: assets under a research provider arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLIPPIN BRUCE & PORTER INC?
FLIPPIN BRUCE & PORTER INC has approximately 13 employees and manages $587M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FLIPPIN BRUCE & PORTER INC

Norman Delmas Darden
LYNCHBURG, VA
John Henry Hanna
LYNCHBURG, VA
Teresa Layne Sanderson
LYNCHBURG, VA
John Morton Flippin
LYNCHBURG, VA
Michael Eugene Watson
LYNCHBURG, VA
Robert Gregory Porter
LYNCHBURG, VA

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Research
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