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Christopher M

Series 66

Bangor, ME

LPL Financial

Christopher Marshall is a financial advisor with LPL Financial based in Bangor, ME, holding a Series 66 designation and having 16 years of industry experience. His prior roles include positions at Grove Point Advisors, Marshall Mortgage LLC, and Securities America Advisors. Outside of advisory work, he owns Marshall Tax Services LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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