Greg Martin, financial advisor Gardendale AL
90 score

Greg Martin

CRD Number: 5927214
Current Firm: Cetera Investment Advisers LLC

Greg Martin (CRD# 5927214) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gardendale, AL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Hueytown, AL Jan 2014 - Current 2
Regions Bank Hueytown, AL Jun 2013 - Current 3
Cetera Investment Services LLC St. Cloud, MN Jun 2013 - Current 3
Bbva Securities Inc. Birmingham, AL May 2013 - Jun 2013 < 1
Compass Bank Birmingham, AL Sep 2012 - Jun 2013 < 1
Bbva Compass Investment Solutions, Inc. Birmingham, AL Sep 2012 - Jun 2013 < 1
Morgan Keegan Birmingham, AL May 2011 - Sep 2012 1
Gordon Document Products Marietta, GA May 2010 - May 2011 1
University Of Georgia Student Athens, GA May 2005 - May 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Greg J. Martin
Phone Number: 888-528-2987
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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