Alexander Martin, financial advisor Largo FL

Alexander Martin

CRD Number: 2623934
Current Firm: Enlightened Finance LLC

Alexander Martin (CRD# 2623934) is an Investment Advisor Representative working at Enlightened Finance LLC in Largo, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Schechter Wealth Birmingham, MI Dec 2016 - Current 7
Enlightened Finance LLC Largo, FL Apr 2016 - Current 8
Schechter Investment Advisors Birmingham, MI Jan 2017 - Jun 2018 1
Cssc Brokerage Services, Inc. Troy, MI Aug 2006 - Jun 2016 9
Cssc Investment Advisory Services Troy, MI Feb 1998 - Mar 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Mar 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alexander L. Martin
Phone Number: 248-854-1696
Registered State(s):
  • CA
  • FL
  • MI
  • TX
Current Firm Details
Enlightened Finance LLC
Firm's CRD Number: 282965
By the Numbers
  • Total Assets Under Management
    116
    MILLIONS
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $324,992
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

CA, FL, IN, MI, TX

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