Clinton Martin, financial advisor Fairhope AL
96 score

Clinton Martin

CRD Number: 5287895
Current Firm: Great Lakes & Atlantic Wealth Management And Advisory Partners

Clinton Martin (CRD# 5287895) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Fairhope, AL and has over 10 years of experience in the finance industry. Clinton Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Great Lakes And Atlantic Wealth Management Charlotte, NC Sep 2017 - Current < 1
American General Life Ins Co/wnl/sunamerica Fairhope, AL Oct 2012 - Current 5
Martin Consulting Group, LLC Fairhope, AL Sep 2012 - Current 5
Guardian Life Insurance Company Fairhope, AL Apr 2011 - Current 7
Insurance-non Variable Fairhope, AL Jul 2007 - Current 10
Raymond James Financial Services Fairhope, AL Dec 2010 - Sep 2017 6
Raymond James Financial Services Advisors, Inc. Fairhope, AL Dec 2010 - Sep 2017 6
Cbm Group LLC Mobile, AL Jul 2011 - Jul 2012 1
Www.thecontitutionclub.org Daphne, AL May 2011 - May 2012 1
Edward Jones St. Louis, MO Jul 2007 - Dec 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Clinton D. Martin
Phone Number: 7049190439
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    1,504
    MILLIONS
  • Total Number of Accounts
    6,386
    ACCOUNTS
  • Average Account Value
    $235,503
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

AL, AR, CA, CT, DC, FL, IL, MD, MI, MN, MS, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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