James Martin, financial advisor Dresden OH

James Martin

CRD Number: 3054715
Current Firm: Cambridge Investment Research Advisors, Inc.

James Martin (CRD# 3054715) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dresden, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2019 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Aug 2019 - Current 4
Martin Family Enterprises Dresden, OH Dec 1999 - Current 24
Nationwide Securities, LLC Columbus, OH Oct 2009 - Aug 2019 9

James Martin has no recent exams reported.
Contact Info for James A. Martin
Phone Number: 641-472-5100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
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, WY

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