Andrew Martin, financial advisor Petoskey MI

Andrew Martin

CRD Number: 7043158
Current Firm: Fifth Third Securities, Inc.

Andrew Martin (CRD# 7043158) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Petoskey, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Petoskey, MI Mar 2020 - Current 4
Fifth Third Bank Petoskey, MI Mar 2020 - Current 4
Infinex Investments, Inc. Meriden, CT Nov 2018 - Mar 2020 1
Citizens National Bank Cheboygan, MI Jan 2016 - Mar 2020 4
Isabella Bank Mount Pleasant, MI Nov 2011 - Dec 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Andrew Martin
Phone Number: 888-889-1025
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,983
    MILLIONS
  • Total Number of Accounts
    40,143
    ACCOUNTS
  • Average Account Value
    $198,861
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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