Collin MartinCRD Number: 5490846
Current Firm: Tower Square Investment Management LLC
Collin Martin (CRD# 5490846) is an Investment Advisor Representative working at Tower Square Investment Management LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Tower Square Investment Management LLC||El Segundo, CA||Jun 2015 - Current||1|
|Advanced Equities Asset Management||San Diego, CA||Apr 2011 - Current||6|
|First Allied Asset Management||San Diego, CA||Sep 2010 - Current||6|
|First Allied Securities||San Diego, CA||Feb 2008 - Current||9|
|Cetera Investment Management LLC||San Diego, CA||Jun 2015 - Jun 2015||< 1|
|First Allied Securities, Inc.||San Diego, CA||Jul 2007 - Jan 2008||< 1|
|California Western School Of Law||San Diego, CA||Aug 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management4,397MILLIONS
Total Number of Accounts25,351ACCOUNTS
Average Account Value$173,433
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, DE, IL, LA, MA, TX
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.