Unclaimed Profile

Marshall Nelson Warner

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia

Clean recordCHESAPEAKE FINANCIAL GROUP INC

4804 COURTHOUSE ST SUITE 1A, WILLIAMSBURG, VA 23188CRD# 2205211Firm CRD# 108039

Profile Verification

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

Identity

Marshall Nelson Warner · WILLIAMSBURG, VA

Registration

CRD #2205211 · CHESAPEAKE FINANCIAL GROUP INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marshall Nelson Warner is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with CHESAPEAKE FINANCIAL GROUP INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CHESAPEAKE FINANCIAL GROUP INC

CHESAPEAKE WEALTH MANAGEMENT

AUM

$84M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHESAPEAKE FINANCIAL GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2205211

Firm CRD# 108039

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marshall Nelson Warner offer?

Marshall Nelson Warner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Marshall Nelson Warner's credentials?

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

Where is Marshall Nelson Warner located?

Marshall Nelson Warner is based in WILLIAMSBURG, Virginia, working with CHESAPEAKE FINANCIAL GROUP INC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Marshall Nelson Warner charge for services?

Marshall Nelson Warner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESAPEAKE FINANCIAL GROUP INC?

CHESAPEAKE FINANCIAL GROUP INC has approximately 4 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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