Michael MartinCRD Number: 3124679
Current Firm: Raymond James Financial Services Advisors, Inc.
Michael Martin (CRD# 3124679) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springfield, MA and has over 22 years of experience in the finance industry.
Milestone Asset Management Group, LLC
Advice And Planning Services
Cetera Investment Advisers LLC
|Raymond James Financial Services, Inc.||Springfield, MA||Nov 2018 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Springfield, MA||Nov 2018 - Current||3|
|United States Marine Corps Reserve||New Orleans, LA||May 1990 - Current||31|
|Ubs Financial Services Inc.||Springfield, MA||Nov 2008 - Nov 2018||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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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