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Michael Joseph Marshall

Capital Analysts

Braintree, MA

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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-01-29
  • MA RA
    APPROVED
    Since 2013-01-29

Branch Locations

35 Braintree Hill Office Park - Ste 204, Braintree, MA 02184 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger Corp. Hingham MA 03/1994 Present
Capital Analysts Incorporated Radnor PA 09/1999 Present
Lincoln Investment Quincy MA 06/2012 Present
  • 03/1994 → Present
    Linsco/Private Ledger Corp.
    Hingham, MA
  • 09/1999 → Present
    Capital Analysts Incorporated
    Radnor, PA
  • 06/2012 → Present
    Lincoln Investment
    Quincy, MA
Other Businesses

CLIFFORD H MARSHALL FOUNDATION POSITION: PRESIDENT NATURE: CHARITABLE FOUNDATION INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/1997 ADDRESS: 107 GROVELAND AVE, WEYMOUTH MA 02190 DESCRIPTION: FUNDRAISING FOR CLIFFORD MARSHALL ELEMENTARY SCHOOL MICHAEL J MARSHALL POSITION: Sales Rep NATURE: Fixed Life & Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/15/1992 ADDRESS: 35 Braintree Hill Office Park, Suite 204, Braintree MA 02184 DESCRIPTION: Insurance product sales MICHAEL J MARSHALL POSITION: I own the property at 1152 Main Street, Hanover MA. 02339 NATURE: real estate rental 4 units INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2017 ADDRESS: 1152 Main Street, Hanover MA 02339, United States DESCRIPTION: I WILL COLLECT RENTS AND MAKE SURE THE TENANTS ARE HAPPY SO THEY PAY THE RENT TRIPLE V INC., DBA MARSHALL WEALTH MANAGEMENT POSITION: President NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 50 START DATE: 01/13/1993 ADDRESS: 52 Accord Park Dr, Norwell MA 02061, United States DESCRIPTION: President and Founder ALUMNI BAR & GRILL POSITION: part owner 25% silent partner NATURE: bar & grill INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 836 Washington Street, Weymouth MA 02189, United States DESCRIPTION: I have no official duties....silent partner to who runs the place now. I bought 25% of the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-22
S63 Uniform Securities Agent State Law Examination 1992-07-11
  • S66 Uniform Combined State Law Examination
    2013-01-22
  • S63 Uniform Securities Agent State Law Examination
    1992-07-11
Other Names
  • Michael Joseph Marshall

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