Dany MartinCRD Number: 5369132
Current Firm: Rfg Advisory Group, LLC
Dany Martin (CRD# 5369132) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Shreveport, LA and has over 5 years of experience in the finance industry.
Adkins Seale Capital Management LLC
Wells Fargo Advisors, LLC
Eagle Strategies LLC
|Rfg Advisory Group, LLC||Birmingham, AL||Apr 2015 - Current||2|
|Lpl Financial LLC||Shreveport, LA||Dec 2014 - Current||2|
|Nsa, LLC||Memphis, TN||May 2002 - Current||15|
|Capital One Investment Services Corporation||Shreveport, LA||May 2008 - Dec 2014||6|
|Capital One Investments, LLC||Shreveport, LA||Jun 2007 - Dec 2014||7|
|Capital One, N.a.||Shreveport, LA||Jun 2007 - Dec 2014||7|
|Capital One, N.a.||Shreveport, LA||Jul 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management473MILLIONS
Total Number of Accounts3,061ACCOUNTS
Average Account Value$154,533
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MN, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA, WI
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