Matthew MartinCRD Number: 6312876
Current Firm: Woodbury Financial Services, Inc.
Matthew Martin (CRD# 6312876) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Newport News, VA and has over 2 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Woodbury Financial Services, Inc.||Manassas, VA||Mar 2014 - Current||3|
|Unemployed||Yorktown, VA||Nov 2013 - Current||3|
|Riverside Health System||Newport News, VA||Sep 2010 - Nov 2013||3|
|Bon Secours Health System||Newport News, VA||Aug 2008 - Sep 2010||2|
|Premier Fitness||Suffolk, VA||May 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV