Emmet Martin, financial advisor Greenville SC
71 score

Emmet Martin

CRD Number: 3053367
Current Firm: Trustmont Advisory Group, Inc.

Emmet Martin (CRD# 3053367) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greenville, SC and has over 18 years of experience in the finance industry. Emmet 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.

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Professional Designations
Company Name Location Dates Years
Novus Advisors, LLC Greenville, SC Mar 2011 - Current 5
Trustmont Financial Group, Inc. Greensburg, PA Aug 2010 - Current 6
Trustmont Advisory Group, Inc. Greensburg, PA Aug 2010 - Current 6
Support Company - Tax Preparation Greenville, SC May 2010 - Current 6
Bsi Capital Management Greenville, SC Aug 2008 - Current 8
Raymond James Financial Services Greenville, SC Sep 2009 - Aug 2010 < 1
Capital Investment Group, Inc. Greenville, SC Sep 2008 - Sep 2009 1
Suntrust Investment Services, Inc. Atlanta, GA Jul 2007 - Sep 2008 1
Wachovia Securities LLC Greenville, SC Jul 2003 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Emmet F. Martin
Phone Number: 724-468-5665
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
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
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT

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BADGES
71

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