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).
Total Assets Under Management20MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$90,267
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
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 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.