Thomas Martin, financial advisor Saint Louis MO

Thomas Martin

CRD Number: 4694060
Current Firm: Buckingham Strategic Wealth, LLC

Thomas Martin (CRD# 4694060) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Thomas 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
Buckingham Strategic Wealth, LLC Clayton, MO Oct 2022 - Current 1
Dg Transitions Kirkland, WA May 2014 - Current 9
Dental Accounting Group, LLC Kirkland, WA Oct 1990 - Current 33
Martin Boyle Pllc Kirkland, WA Oct 1990 - Current 33
Dental Wealth Advisors, LLC Bellevue, WA May 2003 - Sep 2022 19

Thomas Martin has no recent exams reported.
Contact Info for Thomas T. Martin
Phone Number: 314-725-0455
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    27,028
    MILLIONS
  • Total Number of Accounts
    48,507
    ACCOUNTS
  • Average Account Value
    $557,191
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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