Stephen Martin, financial advisor Nashville TN

Stephen Martin

CRD Number: 2955244
Current Firm: Oasis Wealth Planning Advisors

Stephen Martin (CRD# 2955244) is an Investment Advisor Representative working at Oasis Wealth Planning Advisors in Nashville, TN and has over 26 years of experience in the finance industry. Stephen Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fifth Third Securities Nashville, TN Mar 2015 - Current 9
Wells Fargo Bank, N.a. Nashville, TN Jan 2005 - Mar 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Sep 1997
S66 NASAA Uniform Combined State Law Examination Jun 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen W. Martin
Phone Number: 615-881-3954
Registered State(s):
  • AL
  • FL
  • GA
  • TN
  • TX
Current Firm Details
Oasis Wealth Planning Advisors
Firm's CRD Number: 285474
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $346,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA, TN, TX

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