Brian Martin, financial advisor Valencia CA
93 score

Brian Martin

CRD 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.

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Company Name Location Dates Years
Martin & Company Cpa's Valencia, CA Jan 2009 - Current 7
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
Contact Info for Brian J. Martin
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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