Theresa Martin (CRD# 6390032) is an Investment Advisor Representative working at Martin Wealth Solutions in Christiansburg, VA and has over 7 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New River Financial Group, LLC | Radford, VA | May 2017 - Current | 6 |
| Carilion Medical Clinic | Christiansburg, VA | Jun 2015 - Current | 8 |
| Fatz Cafe | Dublin, VA | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- VA
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$340,278
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, TX, VA
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