Ryan Martin (CRD# 6195819) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springfield, MA and has over 4 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Martin Financial Pwp LLC | West Springfield, MA | Mar 2021 - Current | 3 |
Raymond James Financial Services Advisors, Inc. | Springfield, MA | Jul 2019 - Current | 4 |
Raymond James Financial Services, Inc. | Springfield, MA | Mar 2019 - Current | 5 |
Paladin Wealth Partners | West Springfield, MA | Jan 2019 - Current | 5 |
Raymond James Financial Services, Inc. | Springfield, MA | Jan 2019 - Mar 2019 | < 1 |
Invuity Inc. | San Francisco, CA | Feb 2018 - Jan 2019 | < 1 |
Hologic Inc. | Marlborough, MA | Feb 2016 - Feb 2018 | 2 |
Tunstall Corporation | Chicopee, MA | Jun 2015 - Feb 2016 | < 1 |
Checkwriters Payroll | West Springfield, MA | May 2014 - May 2015 | 1 |
Umass Amherst | Amherst, MA | Jan 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- MA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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