Michael Martin, financial advisor Waxhaw NC
93 score

Michael Martin

CRD Number: 3127868
Current Firm: The Burney Company

Michael Martin (CRD# 3127868) is an Investment Advisor Representative working at The Burney Company in Waxhaw, NC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Burney Company Falls Church, VA Oct 2012 - Current 4
Investools Subsidiary Of Td Ameritrade Charlotte, NC Apr 2011 - Sep 2012 1
Td Ameritrade Charlotte, NC Jun 2009 - Apr 2011 1
Ubs Charlotte, NC May 2009 - Jun 2009 < 1
Unemployed Charlotte, NC Aug 2008 - May 2009 < 1
Teachers Personal Investors Services, Inc. Charlotte, NC Mar 2008 - Aug 2008 < 1
Ameriprise Financial Inc. Charlotte, NC Nov 2004 - Mar 2008 3
Ids Life Insurance Company Charlotte, NC Nov 2004 - Mar 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Michael S. Martin
Phone Number: 703-241-5611
Firm Website: http://burney.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,609
    MILLIONS
  • Total Number of Accounts
    3,300
    ACCOUNTS
  • Average Account Value
    $487,604
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VI, 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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