Derrick MartinCRD Number: 6697244
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Derrick Martin (CRD# 6697244) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Decatur, GA||Sep 2019 - Current||1|
|Bank Of America, N.a.||Decatur, GA||Sep 2019 - Current||1|
|Edward Jones||St.louis, MO||Jul 2018 - Sep 2019||1|
|Suntrust||Brookhaven, GA||Jun 2018 - Sep 2019||1|
|Footlocker||Atlanta, GA||Jan 2018 - Jul 2018||< 1|
|State Farm||Decatur, GA||Jan 2018 - May 2018||< 1|
|E*trade Securities LLC||Alpharetta, GA||Aug 2016 - Oct 2017||1|
|Boys And Girls Club Of America||Atlanta, GA||Mar 2011 - Aug 2016||5|
|Hybrid Tax And Finance Solutions||Riverdale, GA||Jan 2014 - May 2016||2|
|Clark Atlanta University||Atlanta, GA||Aug 2009 - May 2013||3|
|Foot Locker||Atlanta, GA||May 2011 - Oct 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2016|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.