Jimmy Martin, financial advisor Radford VA
93 score

Jimmy Martin

CRD Number: 5625493
Current Firm: New River Financial Group, LLC

Jimmy Martin (CRD# 5625493) is an Investment Advisor Representative working at New River Financial Group, LLC in Radford, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
New River Financial Planning, LLC Radford, VA May 2016 - Current 1
Purshe Kaplan Sterling Investments Albany, NY May 2016 - Current 1
Voya Financial Advisors Radford, VA Sep 2014 - May 2016 1
Ing Financial Partners, Inc. Radford, VA Nov 2011 - Sep 2014 2
Edward Jones St Louis, MO Dec 2008 - Nov 2011 2
Bank Of America Amarillo, TX Feb 2008 - Sep 2008 < 1
Suntrust Bank Richmond, VA Mar 2003 - Dec 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Jimmy S. Martin
Phone Number: 540-639-4810
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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