Eric Martin, financial advisor Post Falls ID

Eric Martin

CRD Number: 7120716
Current Firm: Concinnus Financial, Inc.

Eric Martin (CRD# 7120716) is an Investment Advisor Representative working at Concinnus Financial, Inc. in Post Falls, ID and has over 3 years of experience in the finance industry.

Similar Advisors
Eric Stutzman, financial advisor Post Falls ID
Eric J. Stutzman
CRD# 5310745
Selkirk Wealth Advisors, LLC
Similar Advisors
Kathleen Absec, financial advisor Post Falls ID
Kathleen M. Absec
CRD# 1341565
D.a. Davidson & Company
Similar Advisors
Mark Adams, financial advisor Post Falls ID
Mark P. Adams
CRD# 6408097
Interfund Management Services, Inc.
Company Name Location Dates Years
Concinnus Financial Spokane, WA Jan 2019 - Current 3
Provident Electric Veradale, WA May 2006 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Eric J. Martin
Phone Number: 208-773-5343
Registered State(s):
  • ID
  • WA
Current Firm Details
Concinnus Financial, Inc.
Firm's CRD Number: 218515
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $107,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, ID, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.