Denton Penn Lane
Investment adviser representative at The Marshall Financial Group LLC
13 yearsExperience
1 stateRegistered in
$735.6MFirm assets
6 yearsFirm in business
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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
13 years in the industry.
- The Marshall Financial Group LLCSep 2025 to now
- Marshall Financial GroupSep 2025 to now
- Farther Finance AdvisorsMay 2024 to Aug 2025
- Bank of America Merrill LynchJun 2022 to May 2024
- Merrill EdgeJun 2022 to May 2024
- Victor Insurance ManagersJun 2021 to Mar 2022
- Tompkins Financial CorporationJun 2020 to Aug 2020
- Bard CollegeAug 2018 to May 2022
- Pomfret SchoolAug 2015 to May 2018
- Purity Ice Cream CompanyJun 2013 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7238138
- Firm CRD
- 146362