Thomas MartinCRD Number: 5900181
Current Firm: Clear Path Financial Planning
Thomas Martin (CRD# 5900181) is an Investment Advisor Representative working at Clear Path Financial Planning in Cheshire, CT and has over 4 years of experience in the finance industry.
Barron Financial Group, LLP
Private Advisor Group, LLC
|Clear Path Financial Planning, LLC||Cheshire, CT||Oct 2015 - Current||2|
|Connecticut Professional Photographer's Assoc||Lichfield, CT||Apr 2015 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Cheshire, CT||Mar 2014 - Current||4|
|Netmartin, LLC||Cheshire, CT||Feb 2003 - Current||15|
|Waddell & Reed, Inc.||Hamden, CT||Mar 2014 - Oct 2015||1|
|Metlife Securities Inc.||Glastonbury, CT||Nov 2013 - Feb 2014||< 1|
|Adt Security||Wallingford, CT||Oct 2013 - Feb 2014||< 1|
|Traeger LLC||Hartford, CT||Jun 2013 - Nov 2013||< 1|
|Waddell & Reed Inc.||Hamden, CT||Mar 2013 - Jul 2013||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Cheshire, CT||Mar 2013 - Jun 2013||< 1|
|Insphere||Cromwell, CT||Dec 2011 - May 2013||1|
|Waddell & Reed, Inc.||Hamden, CT||Mar 2011 - Nov 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management1MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$85,264
- 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
- Selection of other advisers (including private fund managers)
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