Richard MartinCRD Number: 321524
Current Firm: Securian Financial Services, Inc.
Richard Martin (CRD# 321524) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Dallas, TX and has over 40 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Securian Financial Services Inc.||St Paul, MN||Jan 2018 - Current||4|
|Martin Financial Group||Dallas, TX||Jan 2018 - Current||4|
|Martin Financial Group||Dallas, TX||Nov 1998 - Dec 2018||20|
|Minnesota Life||St Paul, MN||Nov 1998 - Dec 2018||20|
|Securian Financial Services, Inc.||Dallas, TX||Nov 1988 - Dec 2018||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1982|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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