David Martin (CRD# 1046246) is an Investment Advisor Representative working at Financial Advisors Consortium, Inc. in Pittsburgh, PA and has over 41 years of experience in the finance industry. David Martin 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# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Right Direction Real Estate, LLC | Pittsburgh, PA | Oct 2014 - Current | 9 |
| Nfi, LLC | Pittsburgh, PA | Jan 2007 - Current | 17 |
| Financial Advisors Consortium, Inc. | Pittsburgh, PA | May 2006 - Current | 17 |
| Independence Lending, LLC | Pittsburgh, PA | Sep 1997 - Current | 26 |
| Remax International Inc. | Pittsburgh, PA | Apr 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
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- PA
- TX
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Total Assets Under Management53MILLIONS
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Total Number of Accounts319ACCOUNTS
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Average Account Value$165,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA, TX
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