Gwen Martin (CRD# 5369565) is an Investment Advisor Representative working at Lpl Financial LLC in Spearfish, SD and has over 16 years of experience in the finance industry.
CRD# 2985300
Sharebuilder 401k
CRD# 6540843
Edward Jones
CRD# 3189918
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Spearfish, SD | Jul 2021 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Spearfish, SD | May 2019 - Jul 2021 | 2 |
| Waddell & Reed, Inc. | Spearfish, SD | May 2019 - Jul 2021 | 2 |
| Diane Chamberlain | Spearfish, SD | May 2019 - Jul 2021 | 2 |
| Ameriprise Financial Services, Inc. | Spearfish, SD | Jun 2007 - Mar 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- SD
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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