B Martin, financial advisor Phoenix AZ
86 score

B Martin

CRD Number: 1901583
Current Firm: Sagepoint Financial, Inc.

B Martin (CRD# 1901583) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Kansas City, MO Nov 2011 - Current 5
Next Financial Group, Inc. Houston, TX Jan 2009 - Nov 2011 2
Ubs Financial Services Inc. Leaward, KS Aug 2006 - Jan 2009 2
Banc Of America Investment Servi Ces Inc. Charlotte, NC Jan 2001 - Aug 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for B A. Martin
Phone Number: (816) 926-0817
Registered State(s):
  • AR
  • IL
  • IA
  • KS
  • MO
  • OK
  • VA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86
Verified Page
Data verified by both the advisor and the public regulatory data.

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