Martin Sickles (CRD# 2985624) is an Investment Advisor Representative working at Financial Planning Partners in Marietta, GA and has over 26 years of experience in the finance industry. Martin Sickles 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# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Dominion Capital Corp | Richmond, VA | Dec 2021 - Current | 2 |
| Exeter Analytics Group, Inc. | Marietta, GA | Jan 2020 - Current | 4 |
| Financial Planning Partners | Atlanta, GA | Oct 1997 - Current | 26 |
| Triad Advisors, Inc. | Norcross, GA | Jun 2008 - Dec 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- GA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$1,305,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
GA
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