Ember Martin (CRD# 3146688) is an Investment Advisor Representative working at Vested Wealth Advisors in Mountain City, TN and has over 25 years of experience in the finance industry. Ember 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.
CRD# 2762026
Raymond James Financial Services Advisors, Inc.
CRD# 4342165
Edward Jones
CRD# 4752027
Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vested Wealth Advisors | Portland, OR | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
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Total Assets Under Management23MILLIONS
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Total Number of Accounts65ACCOUNTS
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Average Account Value$350,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR, TN
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