Andrew Marshall
ANDREW MARSHALL FINANCIAL LLC
Carlsbad, CA 92008
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CRD#: 6578169
Professional summary
Andrew Marshall, CFP® is a registered financial advisor currently at ANDREW MARSHALL FINANCIAL LLC located in Carlsbad, California.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 1 firm and has passed the Series 65 exam.
Biography
I am a CERTIFIED FINANCIAL PLANNER™ professional with a Master’s degree in molecular genetics from the University of Kansas.
After graduate school, I packed my car and drove out to San Diego to find work in biotech. I worked at two small companies as a laboratory scientist developing new technologies and later manufacturing. The difficulties of affording life in San Diego on a middle-class salary, let alone also saving for retirement, lead me to begin learning about personal finance and investing. I took classes at UC Irvine and completed their Personal Financial Planning certificate program.
In 2015, I started my own fee-only firm which allows me to give the uncompromised advice that is best for my clients. I continue to study financial planning’s best practices and apply them to client situations. I have completed the Financial Planning Association’s Residency Program.
I am registered with the State of California’s Department of Financial Protection and Innovation as a Registered Investment Advisor.
I am a proud member of the Garrett Planning Network. The Garrett Planning Network is a national organization of fee-only financial planners, based in the Midwest, who give objective advice. I am also a member of the San Diego Chapter of the Financial Planning Association and the Fee Only Network.
When I am not working, I like playing golf, watching English Premier League soccer, or hiking.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Social Security Planning
Investment Planning
Do you have an area of expertise or specialization?
Hourly
Investment Advice without Ongo...
Retirement Planning & Distribu...
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Marshall'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®
Start date: 2019
Experience
Current
January 13, 2016 - Present
ANDREW MARSHALL FINANCIAL LLC
Office #1: 5857 Owens Ave Suite 300, Carlsbad, CA 92008RIA
CRD#: 281930
Carlsbad, CA
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
California(1/13/2016)
Current Firm
ANDREW MARSHALL FINANCIAL LLC
ANDREW MARSHALL FINANCIAL LLC
CRD#: 281930 / SEC#:
California
Registered Investment Advisory firm - (1/13/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5857 Owens Ave Suite 300, Carlsbad, CA 92008
Mailing Address
Phone number
(760) 651-6315
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
ANDREW MARSHALL FINANCIAL LLC
CRD#: 281930Carlsbad, CA 92008TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
