Roger Martinson, financial advisor Delmar DE
90 score

Roger Martinson

CRD Number: 5966832
Current Firm: Edward Jones

Roger Martinson (CRD# 5966832) is an Investment Advisor Representative working at Edward Jones in Delmar, DE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2011 - Current 5
Total Energy Consultants Fruitland, MD Oct 2008 - Aug 2011 2
Peninsula Water Conditioning Fruitland, MD Dec 2004 - Aug 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Roger D. Martinson
Phone Number: 314-515-2000
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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