Legal & Privacy
Marshall Financial is a registered investment advisor offering services in South Carolina and in other jurisdictions where exempt from notice filing.
Registration does not imply a certain level of skill or training.
The content on this website is for informational purposes only. It is not intended as investment, legal, or tax advice, and should not be relied upon to make financial decisions.
You should consult with a qualified attorney or tax advisor regarding your specific situation.
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results.
Advisory services are provided only after a written agreement has been signed.
Privacy Policy
We collect nonpublic personal information about you from:
Applications or forms you complete
Transactions you conduct with us or others
Third-party sources such as custodians or financial institutions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
Access to your personal information is restricted to employees who need to know that information to provide services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal standards.
You may request a copy of this policy at any time by contacting us.
Form ADV Part 2A
A copy of our Form ADV Part 2A is available through the U.S. Securities and Exchange Commission at:
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=961584
Marshall Financial is a registered investment advisor offering services in South Carolina and in other jurisdictions where exempt from notice filing.
Registration does not imply a certain level of skill or training.
The content on this website is for informational purposes only. It is not intended as investment, legal, or tax advice, and should not be relied upon to make financial decisions.
You should consult with a qualified attorney or tax advisor regarding your specific situation.
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results.
Advisory services are provided only after a written agreement has been signed.
Privacy Policy
We collect nonpublic personal information about you from:
Applications or forms you complete
Transactions you conduct with us or others
Third-party sources such as custodians or financial institutions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
Access to your personal information is restricted to employees who need to know that information to provide services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal standards.
You may request a copy of this policy at any time by contacting us.
Form ADV Part 2A
A copy of our Form ADV Part 2A is available through the U.S. Securities and Exchange Commission at:
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=961584
© 2025. All Rights Reserved.
© 2025. All Rights Reserved.