Tiffany L. Marshall

MARSHALL FINANCIAL

MYRTLE BEACH, SC

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CRD#: 7975355

Professional summary

Tiffany Lynn Marshall, who also goes by Tiffany Marshall, is a registered financial advisor currently at MARSHALL FINANCIAL located in Myrtle Beach, South Carolina.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tiffany has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tiffany Marshall

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.

Independent insurance agent doing business under the name Marshall Financial at the Investment Adviser's office location. The time spent on this activity may vary throughout the year and at times may account for approximately 30% of the registrant's time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Lynn 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®

None

Experience

Current

November 19, 2024 - Present

MARSHALL FINANCIAL

RIA

CRD#: 333186

MYRTLE BEACH, SC

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

South Carolina
(11/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/2024

Uniform Investment Adviser Law Examination

Current Firm

MARSHALL FINANCIAL

MARSHALL FINANCIAL | MARSHALL FINANCIAL LLC

CRD#: 333186 / SEC#:

South Carolina

Registered Investment Advisory firm - (11/19/2024 Approved)

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Contact information

Main Address

Myrtle Beach, SC

Mailing Address

Phone number

(843) 907-3457

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 200,105

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.

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Tiffany L. Marshall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Lynn Marshall's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARSHALL FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2024

Current Firm

MARSHALL FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARSHALL FINANCIAL

TRUST BUT VERIFY

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