Martin Latchaw (CRD# 4310598) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, MI and has over 23 years of experience in the finance industry. Martin Latchaw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5739197
Mml Investors Services, LLC
CRD# 2257195
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2016 - Current | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2016 - Current | 7 |
| Latchaw & Kilgore Cpa's | Charlotte, MI | Jul 2014 - Current | 9 |
| Latchaw And Co Cpa, Pc | Charlotte, MI | Jan 1986 - Current | 38 |
| H.d. Vest Advisory Services | Charlotte, MI | Feb 2010 - Sep 2016 | 6 |
| H.d. Vest Investment Services | Charlotte, MI | Nov 2000 - Sep 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
- MI
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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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