Daryl Martin (CRD# 5761400) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Jan 2021 - Current | 3 |
| Bank Of America, N.a. | Rolling Meadows, IL | Sep 2020 - Jan 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows, IL | Jul 2020 - Jan 2021 | < 1 |
| E*trade Securities LLC | Chicago, IL | Jul 2018 - Jul 2020 | 2 |
| E*trade Capital Management LLC | Chicago, IL | Jul 2018 - Jul 2020 | 2 |
| Valic Financial Advisors, Inc. | Chicago, IL | Mar 2018 - Jul 2018 | < 1 |
| Jp Morgan Chase Bank | Glencoe, IL | Nov 2017 - Mar 2018 | < 1 |
| Jp Morgan Securities LLC | Glencoe, IL | Nov 2017 - Mar 2018 | < 1 |
| Unemployed | Wilmette, IL | Sep 2017 - Nov 2017 | < 1 |
| Bank Of The West | El Cerrito, CA | Jul 2016 - Aug 2017 | 1 |
| Bancwest Investment Services | El Cerrito, CA | Jul 2016 - Aug 2017 | 1 |
| Td Bank | Larchmont, NY | Dec 2014 - Jul 2016 | 1 |
| Wells Fargo Bank, Na | Rye Brook, NY | Aug 2014 - Dec 2014 | < 1 |
| Wells Fargo Advisors, LLC | Rye Brook, NY | Aug 2014 - Dec 2014 | < 1 |
| Unemployed | New York, NY | Nov 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- IL
- MI
- OH
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
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, VT, WA, WI, WV, WY
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