Martha Allman (CRD# 1771331) is an Investment Advisor Representative working at Hauser Retirement Solutions 2 LLC in Cincinnati, OH and has over 36 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hauser Retirement Solutions | Cincinnati, OH | Nov 2019 - Current | 4 |
| Unemployed | Cincinnati, OH | Feb 2018 - Oct 2019 | 1 |
| Paycor, Inc. | Cincinnati, OH | Oct 2015 - Feb 2018 | 2 |
| Unemployed | Cincinnati, OH | Feb 2015 - Sep 2015 | < 1 |
| Tri-state Orthopedic Products | Cincinnati, OH | Mar 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
- OH
- WY
-
Total Assets Under Management966MILLIONS
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$10,850,985
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
CA, CO, GA, LA, MD, NC, NE, NH, NJ, OH, TX, WY
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