Martin Financial Advisors

Martin Financial Advisors (CRD# 115596) is a financial advisory firm headquartered in Raton, NM. They manage $20,310,000 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Martin Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
John R. Martin
CRD#: 1388822
1295 S. 2nd St., Raton, NM 87740

John Martin (CRD# 1388822) is an Investment Advisor Representative working at Martin Financial Advisors in Raton, NM and has over 32 years of experience in the finance industry. John Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Fredric T. Herman
CRD#: 2282925
5100 San Fransico Ne Ste A, Albuquerque, NM 87109

Fredric Herman (CRD# 2282925) is an Investment Advisor Representative working at Martin Financial Advisors in Albuquerque, NM and has over 25 years of experience in the finance industry.

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