Lantz Martin, financial advisor Tampa FL

Lantz Martin

CRD Number: 6190251
Current Firm: Lpl Financial LLC

Lantz Martin (CRD# 6190251) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 7 years of experience in the finance industry. Lantz 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.

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Econologics Financial Advisors
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Tampa, FL Jul 2019 - Current 2
The Bank Of Tampa Tampa, FL Jul 2019 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2015 - Jun 2019 3
Curtis Parry Tampa, FL Feb 2015 - Jun 2019 4
Northwestern Mutual Investment Services, LLC Tampa, FL Jul 2014 - Jun 2019 4
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2013 - Jun 2019 6
University Of Florida Gainesville, FL Aug 2010 - May 2013 2
Palma Ceia Golf And Country Club Tampa, FL May 2009 - Sep 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Lantz A. Martin
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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