Martin Lundgren
CRD Number: 5983774Current Firm: Northern Lights Advisors, Inc.
Compensation Model: Fee Only
Martin Lundgren (CRD# 5983774) is an Investment Advisor Representative working at Northern Lights Advisors, Inc. in Seattle, WA and has 10 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Lights Advisors, Inc. | Seattle, WA | May 2013 - Current | 11 |
- TX
- VA
- WA
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts281ACCOUNTS
-
Average Account Value$389,549
- 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
- Pension consulting services
CA, DC, TX, VA, WA
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