Rebecca MartinCRD Number: 7070514
Current Firm: Avantax Advisory Services
Rebecca Martin (CRD# 7070514) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Rebecca M. Martin, LLC||Benbrook, TX||Jan 2020 - Current||3|
|Avantax Investment Services, Inc.||Ft. Worth, TX||Apr 2019 - Current||3|
|Rebecca M. Martin, LLC||Benbrook, TX||Jan 2020 - Nov 2022||2|
|Intuit - Turbotax Live||Plano, TX||Jan 2021 - Jun 2021||< 1|
|Averett Financial||Ft. Worth, TX||Jan 2019 - Dec 2019||< 1|
|Unemployed||Ft. Worth, TX||Apr 2009 - Jan 2019||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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