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
Lpl Financial 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)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.