Scott Martin, financial advisor Heathrow FL
66 score

Scott Martin

CRD Number: 1282147
Current Firm: Independent Financial Partners

Scott Martin (CRD# 1282147) is an Investment Advisor Representative working at Independent Financial Partners in Heathrow, FL and has over 32 years of experience in the finance industry. Scott 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.

Similar Advisors
Mark Hopler, financial advisor Heathrow FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Sandy King, financial advisor Heathrow FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Score
100
Similar Advisors
Leo Lorenz, financial advisor Heathrow FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Score
100
Professional Designations
Company Name Location Dates Years
Independent Financial Partners Lake Mary, FL Sep 2012 - Current 4
Lpl Financial LLC Lake Mary, FL Jan 2010 - Current 6
Divorcedirection, LLC Lake Mary, FL Apr 2009 - Current 7
Rental Property Orlando, FL Oct 2005 - Current 11
Registered Investment Advisor Heathrow, FL Apr 2005 - Dec 2009 4
Raymond James Financial Services, Inc. Heathrow, FL Apr 2001 - Dec 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
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:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Scott D. Martin
Phone Number: 813-341-0960
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Scott Martin and other advisors.
BADGES
66

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.