Martin Lunn (CRD# 6380672) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 10 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wilson David Investment Advisors | Aiken, SC | Aug 2014 - Current | 9 |
| Environmental And Construction Consulting | Aiken, SC | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- SC
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$231,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
SC
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