Jimmy Martin (CRD# 5625493) is an Investment Advisor Representative working at Martin Wealth Solutions in Christiansburg, VA and has over 15 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New River Financial Planning, LLC | Radford, VA | Apr 2016 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2016 - Dec 2018 | 2 |
| Voya Financial Advisors | Radford, VA | Sep 2014 - May 2016 | 1 |
| Ing Financial Partners, Inc. | Radford, VA | Nov 2011 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management184MILLIONS
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Total Number of Accounts541ACCOUNTS
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Average Account Value$340,278
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, TX, VA
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