Martin Durbin (CRD# 1200999) is an Investment Advisor Representative working at Avantax Advisory Services in Mineral Wells, TX and has over 40 years of experience in the finance industry.
CRD# 5994568
Edward Jones
CRD# 3260881
Western Reserve Wealth Management LLC
CRD# 3159061
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Mineral Wells, TX | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Mineral Wells, TX | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Mineral Wells, TX | Jun 2015 - Current | 8 |
| Crawford, Carter, Thompson & Durbin, LLC | Mineral Wells, TX | Dec 2014 - Current | 9 |
| 1st Global Capital Corp. | Mineral Wells, TX | Jun 2015 - Oct 2019 | 4 |
| 1st Global Advisors, Inc. | Mineral Wells, TX | Jun 2015 - Oct 2019 | 4 |
| Lpl Financial, LLC | Arlington, TX | May 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1983 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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