Martin Robbins (CRD# 2865515) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwell, MA and has over 27 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services LLC | Norwell, MA | May 2022 - Current | 1 |
| Wells Fargo Advisors Financial Network, LLC | Hingham, MA | Apr 2018 - May 2022 | 4 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Apr 2018 | 2 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2002 - Apr 2018 | 15 |
| First Command Financial Services, Inc. | Fort Worth, TX | Feb 1997 - Apr 2018 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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