Martin Hensley (CRD# 2297110) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Apex, NC and has over 30 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eqis Capital Management, Inc. | San Rafael, CA | Aug 2021 - Current | 2 |
| Foundations Investment Advisors LLC | Scottsdale, AZ | Oct 2018 - Current | 5 |
| Capital Financial Advisory Group | Apex, NC | Feb 2017 - Current | 7 |
| Brookstone Capital Management | Fuquay, NC | Apr 2015 - Feb 2017 | 1 |
| J B Fitz Inc. | Fuquay, NC | Mar 2016 - Jan 2017 | < 1 |
| Peak Brokerage Services | Roswell, GA | Mar 2015 - Jun 2015 | < 1 |
| Self | Morrisville, NE | Jun 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management2,012MILLIONS
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Total Number of Accounts13,073ACCOUNTS
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Average Account Value$153,898
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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