Gean MartinCRD Number: 1177774
Current Firm: Valmark Advisers, Inc.
Gean Martin (CRD# 1177774) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Savannah, GA and has over 32 years of experience in the finance industry.
Synovus Securities, Inc.
Minis & Company
|Valmark Advisers, Inc.||Akron, OH||Jun 2008 - Current||9|
|Valmark Securities, Inc.||Akron, OH||Jun 2008 - Current||9|
|Prudential Insurance Company Of America||Savannah, GA||Sep 1972 - Jun 2008||35|
|Pruco Securities Corporation||Savannah, GA||Aug 1969 - Jun 2008||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Total Assets Under Management5,192MILLIONS
Total Number of Accounts8,718ACCOUNTS
Average Account Value$595,509
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)