John Russell Armstrong
Investment adviser representative at The Marshall Financial Group LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$735.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscription
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- The Marshall Financial Group LLCJul 2022 to now
- Purshe Kaplan Sterling InvestmentsJul 2022 to now
- Pacer Financial, inc.Jul 2021 to Jun 2022
- T. Rowe PriceSep 2018 to Jul 2021
- Campbell & Company, Inc.Mar 2012 to Sep 2018
- Campbell Financial Services, Inc.Mar 2012 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
The Marshall Financial Group LLC
$735.6MAssets managed
1,019Clients
14Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5535651
- Firm CRD
- 146362