Michael Martin (CRD# 6451838) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brandon, FL and has over 8 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 5159569
Primerica Advisors
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Brandon, FL | Jan 2024 - Current | < 1 |
| Total Resource Financial | Tampa, FL | Sep 2013 - Current | 10 |
| Woodbury Financial Services Inc. | Tampa, FL | Jun 2015 - Jan 2024 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- FL
- GA
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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