Martin Branch, financial advisor Opelika AL

Martin Branch

CRD Number: 4048463
Current Firm: Concourse Financial Group Advisors

Martin Branch (CRD# 4048463) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Opelika, AL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
(dba) M Keith Branch Financial Services & Insurance Opelika, AL Mar 2010 - Current 14
Concourse Financial Group Securities Inc. Opelika, AL Feb 2003 - Current 21
B-trucking Opelika, AL Mar 1999 - May 2022 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
Contact Info for Martin K. Branch
Phone Number: 800-288-3035
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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