Brian MartinCRD Number: 5390388
Current Firm: H.d. Vest Advisory Services, Inc.
Brian Martin (CRD# 5390388) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Valencia, CA and has over 9 years of experience in the finance industry.
Felicitas Investors LLC
Lamia Financial Group, Inc.
|Martin & Company Cpa's||Valencia, CA||Jan 2009 - Current||8|
|Martin Investment Svc||Valencia, CA||Jul 2007 - Current||9|
|H.d. Vest Investment Services||Valencia, CA||Jul 2007 - Current||9|
|Terry Martin||Valencia, CA||Jul 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV