Martin Smulison (CRD# 1235256) is an Investment Advisor Representative working at Lincoln Investment in Oceanside, NY and has over 39 years of experience in the finance industry. Martin Smulison 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.
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Oceanside, NY | Jan 2017 - Current | 7 |
| Martin Smulison, Cpa | Oceanside, NY | Jun 1979 - Current | 44 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Jul 2011 - Sep 2019 | 8 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jan 1984 - Jan 2017 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
- NY
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
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