Kyle Martin, financial advisor Birmingham AL

Kyle Martin

CRD Number: 5347704
Current Firm: Raymond James & Associates, Inc.

Kyle Martin (CRD# 5347704) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Birmingham, AL and has over 8 years of experience in the finance industry.

 

 

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Company Name Location Dates Years
Raymond James & Associates, Inc. Birmingham, AL Feb 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Kyle T. Martin
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

http://raymondjames.com/smrja.htm

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Data verified by both the advisor and the public regulatory data.

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