Martin Mobley, financial advisor Port Orchard WA
93 score

Martin Mobley

CRD Number: 1371185
Current Firm: Kms Financial Services, Inc.

Martin Mobley (CRD# 1371185) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Port Orchard, WA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Compensation Consultants, Inc. Port Orchard, WA Jun 1985 - Current 31
Kms Financial Services, Inc. Seattle, WA May 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Martin L. Mobley
Phone Number: [206]441-2885
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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