Martha Egli, financial advisor Austin TX
93 score

Martha Egli

CRD Number: 4467744
Current Firm: Per Stirling Capital Management, LLC

Martha Egli (CRD# 4467744) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Per Stirling Capital Management Austin, TX May 2016 - Current < 1
Bank Of America, N.a. Austin, TX May 2014 - May 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Apr 2014 - May 2016 2
Charles Schwab Bank San Francisco, CA Nov 2005 - Mar 2014 8
Charles Schwab & Company, Inc. San Francisco, CA Aug 2002 - Mar 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Martha R. Egli
Phone Number: 512-628-2300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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