Martin GaiaCRD Number: 1995851
Current Firm: Wunderlich Securities, Inc.
Martin Gaia (CRD# 1995851) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Memphis, TN and has over 27 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Wunderlich Securities, Inc.||Memphis, TN||Mar 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Jun 2001|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts4,309ACCOUNTS
Average Account Value$345,582
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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