Gary Martin (CRD# 4403805) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 22 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Jan 2024 - Current | < 1 |
| Nesso Wealth | Milldale, CT | Jan 2022 - Current | 2 |
| Nesso Accounting And Tax. LLC | Milldale, CT | Jan 2022 - Current | 2 |
| Cwm, LLC | Omaha, NE | Feb 2017 - Jan 2024 | 6 |
| Flp Financial Group, LLC | Cheshire, CT | Jul 2011 - Jan 2022 | 10 |
| Flp Accounting And Tax, LLC | Milldale, CT | Jul 2004 - Jan 2022 | 17 |
| Infinex Investments, Inc. | Meriden, CT | Jun 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CT
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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