Gayle Martin (CRD# 4629626) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Paducah, KY and has over 17 years of experience in the finance industry. Gayle Martin 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# 4440049
Lpl Financial LLC
CRD# 4737203
Lpl Financial LLC
CRD# 1522217
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W Baird & Co | Paducah, KY | Jan 2021 - Current | 3 |
| Lpl Financial | Paducah, KY | May 2014 - Jan 2021 | 6 |
| The Paducah Bank & Trust Co | Paducah, KY | May 2014 - Jan 2021 | 6 |
| Securities America, Inc. | Paducah, KY | Jun 2008 - May 2014 | 5 |
| Kcpag Financial Advisors LLC | Paducah, KY | Jun 2008 - May 2014 | 5 |
| Kcpag Insurance Services LLC | Paducah, KY | Jun 2008 - May 2014 | 5 |
| Kemper Capital Management, LLC | Vincennes, IN | Apr 2008 - May 2014 | 6 |
| Gayle Stevens Olberding, Cpa | Evansville, IN | Jan 1999 - May 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- KY
- TX
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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