Martin BauerCRD Number: 1879560
Current Firm: Nfp Advisor Services, LLC
Martin Bauer (CRD# 1879560) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Torrance, CA and has over 19 years of experience in the finance industry. Martin Bauer 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|California State University Los Angeles||Los Angeles, CA||Jun 2009 - Current||8|
|Martin J. Bauer,iii, C.p.a.||Torrance, CA||Jul 1979 - Current||38|
|Nfp Securities Inc.||Torrance, CA||Aug 2009 - Apr 2016||6|
|First Allied Securities, Inc.||San Diego, CA||Dec 2007 - Aug 2009||1|
|Total Financial Resource Advisory, Inc.||Pasadena, CA||Jan 2002 - Oct 2008||6|
|Total Financial Resource Insurance Associates||Pasadena, CA||Jan 2002 - Oct 2008||6|
|Associated Securities Corp||Los Angeles, CA||Apr 2001 - Dec 2007||6|
|Associated Planners Investment Advisory, Inc.||Los Angeles, CA||Apr 2001 - Dec 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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)
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
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