Maryann Martin, financial advisor Estes Park CO

Maryann Martin

CRD Number: 5119077
Current Firm: Primerica Advisors

Maryann Martin (CRD# 5119077) is an Investment Advisor Representative working at Primerica Advisors in Estes Park, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Levy Resturants Santa Clara, CA Jul 2021 - Current 1
Pfs Investments Inc. Estes Park, CO Mar 2006 - Current 16
Primerica Financial Services Estes Park, CO Jul 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Maryann Martin
Phone Number: 800-544-5445
Firm Website: http://www.primerica.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    7,114
    MILLIONS
  • Total Number of Accounts
    49,061
    ACCOUNTS
  • Average Account Value
    $145,001
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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