Martin Burch, financial advisor Charlotte NC
93 score

Martin Burch

CRD Number: 5552598
Current Firm: Northwestern Mutual Investment Services,llc

Martin Burch (CRD# 5552598) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Charlotte, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Charlotte, NC Jan 2009 - Current 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2008 - Current 8
Northwestern Mutual Investment Services, LLC Charlotte, NC Mar 2014 - Mar 2016 2
Davidson College Davidson, NC Jun 2004 - Jun 2008 4
Apartment Rental Expert Somerville, MA May 2007 - Aug 2007 < 1
St George's School Newport, RI Jun 2006 - Aug 2006 < 1
Institute For International Sport Kingston, RI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Martin P. Burch
Phone Number: 866-664-7737
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93

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