Martin Wealth Solutions

Martin Wealth Solutions (CRD# 283428) is a financial advisory firm headquartered in Christiansburg, VA. They manage $184,090,178 in 541 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

1055 W Main Street, Christiansburg, VA 24073

http://www.planwellretirehappy.com/

By the Numbers

Total Assets Under Management

184

MILLION
Total Number of Accounts

541

ACCOUNTS
Average Account Value

$340,278

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NC, TX, VA

Financial Advisors at Martin Wealth Solutions

Showing 1 - 2 of 2 top financial advisors.

Jimmy S. Martin

CRD#: 5625493

1055 W Main Street, Christiansburg, VA 24073

Jimmy Martin (CRD# 5625493) is an Investment Advisor Representative working at Martin Wealth Solutions in Christiansburg, VA and has over 15 years of experience in the finance industry.

Theresa L. Martin

CRD#: 6390032

1055 W Main Street, Christiansburg, VA 24073

Theresa Martin (CRD# 6390032) is an Investment Advisor Representative working at Martin Wealth Solutions in Christiansburg, VA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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