Thomas MartinCRD Number: 4532988
Current Firm: Vestia Personal Wealth Advisors
Thomas Martin (CRD# 4532988) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 15 years of experience in the finance industry. Thomas 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.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Vestia Advisors, LLC||Fort Wayne, IN||Jan 2018 - Current||< 1|
|Castle Developers, LLC||Fort Wayne, IN||Feb 2002 - Current||16|
|Larson Financial Securities, LLC||Fort Wayne, IN||Jul 2010 - Dec 2017||7|
|Larson Financial Group, LLC||Fort Wayne, IN||Oct 2008 - Dec 2017||9|
|Financial Network||El Segundo, CA||Jan 2008 - Jul 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, FL, GA, IA, IL, IN, LA, MD, MI, MO, NC, NV, OH, OK, TN, TX, UT, VI, WA, WI
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