Steven T. Marshall,  CFP<sup>&reg;</sup> - Financial Advisor

Steven T. Marshall, CFP®

Private Wealth Advisor & Managing Director

Steven Marshall & Associates

1902 Campus Commons Drive, Suite 500, Suite 500
Reston, VA 20191
FINANCIAL ADVISOR'S WEBSITE
(703) 663-1152 CONNECT WITH Steven
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General

Steven Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Steven Marshall & Associates in Reston, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA License #OB05906
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

More information can be found at FINRA's BrokerCheck website:  http://brokercheck.finra.org/

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Special Needs, Personal Taxes

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