Shane Martin (CRD# 7065996) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Coatesville, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Financial Services, Inc. | Greenwood Village, CO | Feb 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwwod Village, CO | Feb 2024 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Sep 2023 - Jan 2024 | < 1 |
| Thrivent Investment Management Inc. | Coatesville, PA | Aug 2023 - Jan 2024 | < 1 |
| Rock Lititz | Lititz, PA | Jun 2022 - Sep 2023 | 1 |
| Lyft | East York, PA | Oct 2021 - Sep 2023 | 1 |
| Transamerica Financial Advisors, Inc. | Camp Hill, PA | Jan 2023 - Mar 2023 | < 1 |
| Transamerica Agency Network | Baltimore, MD | Nov 2022 - Mar 2023 | < 1 |
| United Financial Service | Baltimore, MD | Nov 2022 - Mar 2023 | < 1 |
| Grove Point Investments LLC | Rockville, MD | Apr 2019 - Nov 2022 | 3 |
| Joseph R. Martin Financial Services | York, PA | Jan 2019 - Nov 2022 | 3 |
| Extended Travel | Moss, PA | Sep 2018 - Dec 2018 | < 1 |
| Unemployed | York, PA | Apr 2018 - Aug 2018 | < 1 |
| Human Services Inc. | Downingtown, PA | Dec 2016 - Mar 2018 | 1 |
| Qvc | West Chester, PA | Sep 2013 - Nov 2016 | 3 |
| West Chester University | West Chester, PA | Oct 2013 - Jun 2016 | 2 |
| Student | West Chester, PA | Oct 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- PA
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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