Marshall H. Groom
Professional summary
Marshall Hall Groom JR., CFP® is a registered financial advisor currently at GROOM FINANCIAL ADVISORY located in Virginia Beach, Virginia.
Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Marshall has worked at 3 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Services Offered
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marshall Hall Groom JR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
February 8, 2022 - Present
GROOM FINANCIAL ADVISORY
January 17, 2012 - December 31, 2021
GROOM FINANCIAL ADVISORY
February 10, 2004 - December 31, 2011
GROOM FINANCIAL ADVISORY
March 3, 2003 - January 15, 2004
DESTINATION WEALTH MANAGEMENT
August 7, 2000 - August 31, 2001
UST FINANCIAL SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/8/2022)
Exams
Current Firm
GROOM FINANCIAL ADVISORY
CRD#: 129076 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 202 |
| AUM (Assets Under Management) | $ 97,500,000 |
Red Flags
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