Ann Martin, financial advisor Chandler AZ
90 score

Ann Martin

CRD Number: 6256879
Current Firm: Pfg Advisors

Ann Martin (CRD# 6256879) is an Investment Advisor Representative working at Pfg Advisors in Chandler, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfg Advisors Chandler, AZ Jan 2018 - Current < 1
Securities America, Inc. Chandler, AZ Jan 2018 - Current < 1
J.w. Cole Financial, Inc. Tampa, FL Sep 2014 - Jan 2018 3
J.w. Cole Advisors, Inc. Tampa, FL Sep 2014 - Jan 2018 3
Netzel Financial Sun Lakes, AZ Jan 2014 - Sep 2014 < 1
Kalos Capital, Inc. Alpharetta, GA Dec 2013 - Sep 2014 < 1
News America Marketing Mesa, AZ May 2013 - Sep 2013 < 1
Homemaker Gilbert, AZ Jun 2010 - May 2013 2
East Balt., Inc. &quot;chicago, IL Aug 1997 - Jun 2010 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Ann B. Martin
Phone Number: (800) 405-8850
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    223
    MILLIONS
  • Total Number of Accounts
    1,184
    ACCOUNTS
  • Average Account Value
    $188,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, IL, LA, MA, MI, MT, NC, NE, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, VT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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