John Robert Marshall

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Glendale, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Glendale, CA

Previous Registrations

• 1997-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Westlake Village, CA
  Glendale, CA
  Westlake Village, CA

Other Businesses

1) THE RESOURCE GROUP 3458 OCEAN VIEW BOULEVARD GLENDALE, CA 91208 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE, ACCIDENT & HEALTH, LTC, DISABILITY INSURANCE; AND FIXED LIFE SETTLEMENTS. START DATE: 9/01/1996 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 2) THE RESOURCE GROUP 3458 OCEAN VIEW BOULEVARD GLENDALE, CA 91208 CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES, LONG TERM CARE AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 8/1/2008 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS:10 3) BARTON LANE RENTAL HOME 2322 BARTON LANE MONTROSE, CALIFORNIA 91020 CATEGORY: REAL ESTATE MANAGEMENT RENTAL INVESTMENT-RELATED: YES TITLE: CO-OWNER DUTIES: COLLECT RENT START DATE:1/1/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) JOHN MARSHALL/THE RESOURCE GROUP 3458 OCEAN VIEW BOULEVARD GLENDALE, CA 91208 CATEGORY: INSURANCE/PREMIUM FINANCING INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: PRESENTING PREMIUM FINANCING SOLUTION START DATE:07/27/2015 HOURS PER MONTH:3 HOURS PER MONTH DURING TRADING HOURS:3 5) JOHN MARSHALL/ALLER CT CONDO 430 WHITING WOODS RD GLENDALE CA 91208 CATEGORY: REAL ESTATE MANAGEMENT/RENTAL /DEVELOPMENT INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: COLLECT RENT START DATE: 8/21/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 6) JOHN MARSHALL/SPK PARTNERS, INC. GLENDALE, CA CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWN S-CORP FOR BUSINESS EXPENSES START DATE: 1/2017 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 7) MARSHALL CAPITAL GROUP, LLC., 430 WHITING WOODS RD., GLENDALE, CA 91208 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: FACILITATE AND CONFIRM DISTRIBUTIONS, DISCUSS INVESTMENTS WITH CO-OWNERS, COMMUNICATE WITH CPA START DATE: 04/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 8) 3R1, LLC., 13059 VENTURA BLVD., STUDIO CITY, CA 91604 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OBTAIN A PERCENTAGE OF OWNERSHIP IN THE ENTITY, PROVIDE ADVICE ON MANAGEMENT ASPECT OF THE BUSINESS. START DATE: 05/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 9) MARSHALL WEALTH ADVISORS POSITION: Agent NATURE: clients from time to time express interest in possibly financing premiums of life ins. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/27/2015 ADDRESS: 3458 Ocean View Blvd, Glendale CA 91208, United States DESCRIPTION: review proposals of premium financing and life insurance projections in the context of the clients personal situation. 10) MARSHALL WEALTH ADVISORS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 110 START DATE: 07/27/2015 ADDRESS: 3458 Ocean View Blvd, Glendale CA 91208, United States DESCRIPTION: financial advisor 11) MARSHALL WEALTH ADVISORS POSITION: Agent NATURE: Life Settlement INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/17/2008 ADDRESS: 3458 Ocean View Blvd, Ste 400, Glendale CA 91208, United States DESCRIPTION: when appropriate, I will provide life insurance data on clients that would like to sell their policies. The company is only life settlement broker approved by Osaic

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-08

Other Names

• John Marshall