Martin TadmanCRD Number: 5585795
Current Firm: Cooper Mcmanus
Martin Tadman (CRD# 5585795) is an Investment Advisor Representative working at Cooper Mcmanus in Boise, ID and has over 9 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Cooper Mcmanus||Irvine, CA||Nov 2013 - Current||4|
|Securities America, Inc.||Irvine, CA||Sep 2013 - Current||4|
|Lpl Financial||Boise, ID||Mar 2012 - Aug 2013||1|
|Parsonex Capital Management, Inc.||Aurora, CO||Oct 2010 - Mar 2012||1|
|Parsonex Securities, Inc.||Aurora, CO||Oct 2010 - Mar 2012||1|
|Primerica Financial Services||Meridian, ID||Jun 2008 - Sep 2010||2|
|Pfs Investments Inc.||Meridian, ID||Aug 2006 - Sep 2010||4|
|Radio Shack||Boise, ID||Jun 2008 - Sep 2008||< 1|
|Nfl Training/unemployed||Boise, ID||Jan 2008 - Jun 2008||< 1|
|Eagle Christian Church||Eagle, ID||Jan 2006 - Jan 2008||2|
|Student||Boise, ID||Aug 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management403MILLIONS
Total Number of Accounts2,153ACCOUNTS
Average Account Value$187,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, NC, NE, NH, NJ, NM, NV, OR, TX, UT, VA, WA, WI
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