Joshua Martin, financial advisor Chicago IL

Joshua Martin

CRD Number: 6673213
Current Firm: Valic Financial Advisors, Inc.

Joshua Martin (CRD# 6673213) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Chicago, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Chicago, IL May 2021 - Current < 1
Unemployed Chicago, IL Oct 2020 - Apr 2021 < 1
Wells Fargo Clearing Services, LLC Baltimore, MD Jan 2018 - Oct 2020 2
Morgan Stanley Baltimore, MD Jun 2016 - Jan 2018 1
The Catholilc University Of America Washington, D.c., DC Aug 2012 - May 2016 3
Atholton High School Columbia, MD Aug 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Joshua Martin
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • IL
  • IN
  • IA
  • WI
By the Numbers
  • Total Assets Under Management
    23,333
    MILLIONS
  • Total Number of Accounts
    394,305
    ACCOUNTS
  • Average Account Value
    $59,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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