RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C••••••••• N••••• B•••••
- Title
- Senior Financial Advisorreportedmarshallfinancialgroup.comfirm site, Sep 15, 2026
- Partner or owner
- “Find the Right Partner”reportedmarshallfinancialgroup.comthe sentence on the bio page
- Years, as the firm states
- 22reportedmarshallfinancialgroup.com“With over 22 years of experience in the financial services industry, I recently joined Marshall Financial Group in search of a firm that truly aligns with my values and approach to financial planning.”
- Direct business phone
- 410-563-1190reportedmarshallfinancialgroup.comfirm site, Sep 15, 2026
- Professional profile
- marshallfinancialgroup.com/team-member/chris-barnesreportedmarshallfinancialgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T•• M••••••• F•••••••• G•••• L•• independent RIA currentsince May 7, 2025 · Hunt Valley, Md
- S•••••••• A••••••• L•• national BDMar 31, 2025 to Apr 24, 2025 · Boston, Ma
- F••••••• P••••••• A•• W•••••••• A••••••• formerNov 24, 2020 to Mar 31, 2025 · Greenville, De
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Mar 16, 2020 · Boston, Ma
- S•••••••• A••••••• L•• national BDFeb 21, 2008 to Jul 13, 2018 · Hunt Valley, Md
- S•••••••• A••••••• L•• national BDMay 5, 2004 to Mar 23, 2007 · Towson, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 21, 2001 to Sep 9, 2002 · Baltimore, Md
- S•••••••• A••••••• L•• to T•• M••••••• F•••••••• G•••• L••left Apr 24, 2025, registered May 7, 2025 (13 days) · Affiliated broker-dealer or bank to independent RIA
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••••• A••••••• L••left Sep 9, 2002, registered May 5, 2004 (604 days) · Wirehouse to affiliated broker-dealer or bank
- C••••••••• N••••• B••••• left S•••••••• A••••••• L•• for T•• M••••••• F•••••••• G•••• L•• (registered 2025-05-07)Apr 24, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address