Maryann Martin (CRD# 5119077) is an Investment Advisor Representative working at Primerica Advisors in Estes Park, CO and has over 17 years of experience in the finance industry.
CRD# 4737171
Edward Jones
CRD# 2070613
Lpl Financial LLC
CRD# 5079762
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Estes Park, CO | Mar 2006 - Current | 18 |
| Primerica Financial Services | Estes Park, CO | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CO
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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