Marty Cline (CRD# 2905443) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, SC and has over 12 years of experience in the finance industry.
CRD# 6714168
Edward Jones
CRD# 6620152
Strategic Blueprint, LLC
CRD# 1856611
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Seabrook Island, SC | Jan 2016 - Current | 8 |
| Sterne Agee Financial Services, Inc. | Seabrook Island, SC | Sep 2014 - Dec 2015 | 1 |
| Wrp Investments, Inc. | Youngstown, OH | Nov 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- OH
- SC
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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