Joey Martin (CRD# 6247008) is an Investment Advisor Representative working at Soar Financial LLC in Murfreesboro, TN and has over 10 years of experience in the finance industry.
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soar Financial LLC | Murfreesboro, TN | Dec 2022 - Current | 1 |
| American Trust Investment Services | Stafford, TX | Dec 2022 - Current | 1 |
| J Martin Transportation & Logistics, LLC | Rosharon, TX | Jan 2021 - Current | 3 |
| J Martin Financial Services | Stafford, TX | Mar 2017 - Current | 7 |
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Jun 2019 - Dec 2022 | 3 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Jun 2019 | 2 |
| Capital Choice Financial Services | Greensboro, GA | Feb 2015 - Jun 2019 | 4 |
| Capital Choice Investment Advisers, Inc. | Greensboro, GA | Apr 2017 - Jun 2017 | < 1 |
| Ccf Investments, Inc. | Greensboro, GA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- GA
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts197ACCOUNTS
-
Average Account Value$70,051
- 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
- Selection of other advisers (including private fund managers)
FL, GA, KY, LA, MD, TN, TX
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