Michael Martin (CRD# 3127868) is an Investment Advisor Representative working at Cwa Asset Management Group in Charlotte, NC and has over 24 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Wealth Advisors | Naples, FL | Oct 2018 - Current | 5 |
| Unemployed | Charlotte, NC | Jan 2018 - Sep 2018 | < 1 |
| Burney Company | Falls Church, VA | Oct 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- NC
-
Total Assets Under Management2,532MILLIONS
-
Total Number of Accounts3,512ACCOUNTS
-
Average Account Value$720,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI, WV
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