Robert Martin, financial advisor Roanoke VA

Robert Martin

CRD Number: 4539274
Current Firm: Cary Street Partners

Robert Martin (CRD# 4539274) is an Investment Advisor Representative working at Cary Street Partners in Roanoke, VA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cary Street Partners Investment Advisory Richmond, VA Jul 2022 - Current 1
Dixon, Hubard, Feinour & Brown, Inc. Roanoke, VA Aug 2012 - Current 11
Union Insurance Group Henrico, VA Sep 2016 - Aug 2019 2
Old Dominion Capital Management, Inc. Henrico, VA Sep 2016 - Jul 2019 2
Virginia Bankers Association--trust & Wealth Management Committe Glenn Allen, VA Jul 2015 - Jul 2019 4
Union First Market Bank Henrico, VA Aug 2014 - Jul 2019 4
Raymond James Financial Services, Inc. Henrico, VA Jan 2013 - Jul 2019 6
Raymond James Financial Services Advisors Inc. Henrico, VA Jan 2013 - Jul 2019 6
Union Bank & Trust Henrico, VA Dec 2012 - Jul 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Robert P. Martin
Phone Number: (804) 340-8100
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,512
    MILLIONS
  • Total Number of Accounts
    11,387
    ACCOUNTS
  • Average Account Value
    $484,102
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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