Michael MartinCRD 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 18 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Burney Company||Falls Church, VA||Oct 2012 - Current||5|
|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|
Total Assets Under Management1,734MILLIONS
Total Number of Accounts4,475ACCOUNTS
Average Account Value$387,378
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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