Christopher Marshall

Current Employers

Employment History

• 02/2016 → 07/2018
  Alterity Financial Group, Llc (Formerly Maine Asset Management)
  Bangor, ME
• 07/2018 → 05/2020
  Thomas Tax And Financial Services
  Bangor, ME
• 07/2018 → 10/2019
  Hd Vest Investment Services
  Bangor, ME
• 07/2018 → 10/2019
  Hd Vest Advisory Services
  Bangor, ME
• 07/2018 → 10/2019
  Hd Vest Insurance Agency Llc
  Irving, TX
• 10/2019 → 05/2020
  Securities America, Inc.
  Bangor, ME
• 10/2019 → 05/2020
  Securities America Advisors
  Bangor, ME
• 05/2020 → 04/2024
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 04/2024
  Grove Point Advisors, Llc
  Rockville, MD
• 12/2021 → 02/2023
  Marshall Mortgage Llc
  Bangor, ME
• 04/2024 → Present
  Lpl Financial Llc
  Bangor, ME

Previous Registrations

• 2021-04-01 → 2024-04-23
  Grove Point Advisors, Llc
  Rockville, MD
  Bangor, ME
  Rockville, MD
• 2020-06-29 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Bangor, ME
• 2019-10-31 → 2020-06-30
  Securities America Advisors, Inc.
  Bangor, ME
• 2018-09-20 → 2019-11-14
  Avantax Advisory Services
  Bangor, ME
• 2016-03-07 → 2018-07-24
  Alterity Financial Group, Llc
  Bangor, ME
• 2009-01-14 → 2015-03-09
  Edward Jones
  Bangor, ME
  St Louis, MO
  Bangor, ME

Other Businesses

1) 03/20/2024 - Marshall Planning, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 03/20/2024 - Marshall Planning, LLC - Non-Variable Insurance - Selling: Term/Whole Life/Permanent - Back9 Insurance - ME 04401 - Investment related - 8 Hours per month - Start date: 10/26/2020. 3) 03/20/2024 - Marshall Tax Services LLC - Tax Prep/Accounting/CPA - Owner - ME 04401 - Investment related - 25 Hours per month - Start date: 10/26/2020.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-30

Other Names

• Chris R. Marshall
• Christopher R Marshall