Ralph Martin, financial advisor Washington IL
61 score

Ralph Martin

CRD Number: 1357741
Current Firm: Cambridge Investment Research Advisors, Inc.

Ralph Martin (CRD# 1357741) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Washington, IL and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2015 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2015 - Current 1
Martin Financial Services Washington, IL Feb 2001 - Current 15
Principal Life Insurance Company Washington, IL Jul 1998 - Dec 2014 16
Princor Financial Services Corporation Washington, IL Mar 1985 - Dec 2014 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination May 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ralph E. Martin
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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

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BADGES
61

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