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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
About Marshall Financial
Marshall Financial is a South Carolina-registered RIA providing fiduciary retirement and tax-aware planning for teachers/school staff, small business owners, and families. The firm helps clients consolidate accounts and build strategies across 403(b)/457 plans, IRAs, and brokerage accounts, and also advises on life insurance and annuities for protection planning. Known for direct 1-on-1 service and hands-on rollover/paperwork support, with custody through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Tiffany Lynn Marshall
Chief Compliance Officer, President
- CRD
- #7975355
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $295,316 | -- |
| Total | $295,316 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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