Thomas Martin (CRD# 5900181) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Glastonbury, CT and has over 10 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Financial Advisors Corporation | Glastonbury, CT | Mar 2023 - Current | 1 |
Independent Financial Group | Hartford, CT | Jan 2021 - Mar 2023 | 2 |
Penn Mutual Life Insurance Company | Horsham, PA | Sep 2019 - Dec 2020 | 1 |
Hornor, Townsend & Kent, LLC | Horsham, PA | Sep 2019 - Dec 2020 | 1 |
Clear Path Financial Planning, LLC | Cheshire, CT | Oct 2015 - Sep 2019 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Cheshire, CT | Mar 2014 - Oct 2015 | 1 |
Waddell & Reed, Inc. | Hamden, CT | Mar 2014 - Oct 2015 | 1 |
Netmartin, LLC | Cheshire, CT | Feb 2003 - Oct 2014 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CT
-
Total Assets Under Management37,134MILLIONS
-
Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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