Martin Hurlburt, financial advisor Orem UT

Martin Hurlburt

CRD Number: 2290027
Current Firm: Portfolio Medics, LLC

Martin Hurlburt (CRD# 2290027) is an Investment Advisor Representative working at Portfolio Medics, LLC in Orem, UT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Portfolio Medics, LLC Bonita Springs, FL Nov 2021 - Current 2
Purshe Kaplan Sterlings Investments Albany, NY Dec 2017 - Oct 2022 4
T.m. Wealth Management, LLC Reston, VA Dec 2017 - Dec 2021 4
Cetera Advisor Networks LLC El Segundo, CA Nov 2017 - Dec 2017 < 1
Girard Securities, Inc. San Diego, CA Mar 2011 - Nov 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Martin G. Hurlburt
Phone Number: (239) 444-1766
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    500
    MILLIONS
  • Total Number of Accounts
    2,499
    ACCOUNTS
  • Average Account Value
    $199,924
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, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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