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David Jarrell Marshall

FLIPPIN BRUCE & PORTER INC·LYNCHBURG, Virginia
Series 3, Series 5, Series 7, Series 63, Series 65Clean record32 years registeredFLIPPIN 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 · 32 years registered
Brand Profile
Not yet started
01

Career History

CANTOR FITZGERALD INVESTMENT ADVISORS
Jul 2021 – present
FLIPPIN BRUCE & PORTER INC
Jun 1994 – Jul 2021
LYNCHBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 5
Series 7
Series 63
Series 65
Registration record
First registered · June 29, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FLIPPIN BRUCE & PORTER INC
CRD 105718 · SEC 801-24187
AUM
$587M
Regulatory assets under management
Employees
13
438 client accounts
Services offered by FLIPPIN BRUCE & PORTER INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at FLIPPIN BRUCE & PORTER INC →
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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
John Morton Flippin
LYNCHBURG, VA
Robert Gregory Porter
LYNCHBURG, VA

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