Debra Martin (CRD# 2614024) is an Investment Advisor Representative working at Advice And Planning Services in State College, PA and has over 28 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | State College, PA | Jan 2022 - Current | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | State College, PA | Jan 2022 - Current | 2 |
| First Commonwealth | Jersey Shore, PA | Sep 2019 - Jan 2022 | 2 |
| Infinex Investments, Inc. | Meriden, CT | Sep 2019 - Jan 2022 | 2 |
| Santander Bank, Na | Boston, MA | Feb 2017 - Sep 2019 | 2 |
| Santander Securities, LLC | Dorchester, MA | Feb 2017 - Sep 2019 | 2 |
| Pnc Investments LLC | Pittsburgh, PA | Mar 2016 - Feb 2017 | < 1 |
| Unemployed | Lock Haven, PA | May 2015 - Mar 2016 | < 1 |
| Tiaa | State College, PA | Oct 2012 - May 2015 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | State College, PA | Oct 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
- PA
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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