Ann Martin, financial advisor Gilbert AZ
89 score

Ann Martin

CRD Number: 6256879
Current Firm: J. W. Cole Advisors, Inc.

Ann Martin (CRD# 6256879) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gilbert, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Sep 2014 - Current 2
J.w. Cole Advisors, Inc. Tampa, FL Sep 2014 - Current 2
Netzel Financial Sun Lakes, AZ Jan 2014 - Sep 2014 < 1
Kalos Capital, Inc. Alpharetta, GA Dec 2013 - Sep 2014 < 1
News America Marketing Mesa, AZ May 2013 - Sep 2013 < 1
Homemaker Gilbert, AZ Jun 2010 - May 2013 2
East Balt., Inc. &quot;chicago, IL Aug 1997 - Jun 2010 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Ann B. Martin
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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