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Marshall Hall Groom JR.

Marshall H. Groom

GROOM FINANCIAL ADVISORY
Virginia Beach, VA
Some features on this profile are disabled
CRD#: 4167840
Marshall Hall Groom JR.

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.

Core Areas of Focus

Corporate Executives
Estate & Generational Planning Issues
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Education Planning
Estate Planning
Comprehensive Financial Planni...
Budgeting
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Hall Groom JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1999

Experience

Current

February 8, 2022 - Present

GROOM FINANCIAL ADVISORY

RIA
CRD#: 129076
Virginia Beach, VA
Past

January 17, 2012 - December 31, 2021

GROOM FINANCIAL ADVISORY

RIA
CRD#: 129076
VIRGINIA BEACH, VA
Past

February 10, 2004 - December 31, 2011

GROOM FINANCIAL ADVISORY

RIA
CRD#: 129076
RICHMOND, VA
Past

March 3, 2003 - January 15, 2004

DESTINATION WEALTH MANAGEMENT

RIA
CRD#: 110365
WALNUT CREEK, CA
Past

August 7, 2000 - August 31, 2001

UST FINANCIAL SERVICES CORP.

BD
CRD#: 36881
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(2/8/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/29/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/4/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GROOM FINANCIAL ADVISORY
GROOM FINANCIAL ADVISORY
GROOM FINANCIAL ADVISORY | GROOM, MARSHALL, HALL, JR.

CRD#: 129076 / SEC#:

Virginia
Registered Investment Advisory firm - (2/8/2022 Approved)
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Contact information

Main Address
Virginia Beach, VA
Mailing Address
Phone number
(757) 689-8866
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts202
AUM (Assets Under Management)$ 97,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GROOM FINANCIAL ADVISORY

GROOM FINANCIAL ADVISORY

CRD#: 129076Virginia Beach, VA

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Contact information

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