James Martin, financial advisor Fort Loudon PA

James Martin

CRD Number: 2083699
Current Firm: Creative Financial Designs, Inc.

James Martin (CRD# 2083699) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Loudon, PA and has over 33 years of experience in the finance industry. James 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
Cfd Investments Inc. Kokomo, IN Jan 2011 - Current 13
Creative Financial Designs Inc. Kokomo, IN Jan 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
Contact Info for James A. Martin
Phone Number: 765-453-9600
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    11,616
    ACCOUNTS
  • Average Account Value
    $147,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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