Joey Martin (CRD# 6247008) is an Investment Advisor Representative working at Soar Financial LLC in Rosharon, TX and has over 10 years of experience in the finance industry.
CRD# 4928336
Worthen Financial Advisors
CRD# 2416929
Cetera Investment Advisers LLC
CRD# 5403538
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Soar Financial LLC | Murfreesboro, TN | Dec 2022 - Current | 1 |
American Trust Investment Services | Stafford, TX | Dec 2022 - Current | 1 |
J Martin Transportation & Logistics, LLC | Rosharon, TX | Jan 2021 - Current | 3 |
J Martin Financial Services | Stafford, TX | Mar 2017 - Current | 7 |
Gwn Securities, Inc. | Palm Beach Gardens, FL | Jun 2019 - Dec 2022 | 3 |
Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Jun 2019 | 2 |
Capital Choice Financial Services | Greensboro, GA | Feb 2015 - Jun 2019 | 4 |
Capital Choice Investment Advisers, Inc. | Greensboro, GA | Apr 2017 - Jun 2017 | < 1 |
Ccf Investments, Inc. | Greensboro, GA | Sep 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2013 |
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- GA
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts93ACCOUNTS
-
Average Account Value$178,495
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, KY, LA, MD, TN, TX
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