Paul Martin (CRD# 5078914) is an Investment Advisor Representative working at Eagles Coast Wealth Management, LLC in Charleston, SC and has over 17 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fundfarm | Charleston, SC | Jan 2023 - Current | 1 |
| Eagles Coast Wealth Managment, LLC | Charleston, SC | May 2018 - Current | 5 |
| Eagles Coast Capital, LLC | Charleston, SC | May 2018 - Current | 5 |
| Eagles Coast Pe Fund Management, LLC | Charleston, SC | Jun 2021 - Dec 2023 | 2 |
| Saxony Securities | St. Louis, MO | Nov 2017 - Apr 2018 | < 1 |
| Sandlapper Securities, LLC | Greenville, SC | Jan 2017 - Nov 2017 | < 1 |
| Sandlapper Wealth Management,llc | Greenville, SC | Jan 2017 - Nov 2017 | < 1 |
| Martin Capital, LLC | Congers, NY | Feb 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- SC
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$125,050
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NC, SC
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