Robert Martini (CRD# 2167337) is an Investment Advisor Representative working at Brokers Financial in Lexington, NC and has over 32 years of experience in the finance industry. Robert Martini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services, LLC | Lexington, NC | Jan 2017 - Current | 7 |
| Martini Financial Services, Inc. | Lexington, NC | May 2006 - Current | 17 |
| Madison Avenue Securities, Inc. | Henderson, NV | Mar 2009 - Dec 2016 | 7 |
| Madison Avenue Securities, Inc. | Henderson, NV | May 2006 - Dec 2016 | 10 |
| Us Tax Pros, LLC | Henderson, NV | Oct 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management2,000MILLIONS
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
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