Brian Martin (CRD# 5390388) is an Investment Advisor Representative working at Avantax Advisory Services in Valencia, CA and has over 16 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Valencia, CA | Jun 2019 - Current | 4 |
| Martin & Company Tax And Wealth Advisors | Valencia, CA | Jan 2018 - Current | 6 |
| Martin & Company Cpa's | Valencia, CA | Jan 2009 - Current | 15 |
| Martin & Company | Valencia, CA | Jan 2009 - Current | 15 |
| Martin Investment Svc | Valencia, CA | Jul 2007 - Current | 16 |
| Avantax Investment Services, Inc. | Valencia, CA | Jul 2007 - Current | 16 |
| Terry Martin | Valencia, CA | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- CA
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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