Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertram? Claim Your ProfileBertram Templin Martin is an Investment Advisor Representative with Riverglades Family Offices, LLC and Martin Capital Management. Bertram has been in the financial services industry since 2008 and has experience in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Bertram holds the Series 65, Series 66, and Series 7 securities licenses. In addition to his work at Riverglades Family Offices, LLC, and Martin Capital Management, Bertram is also involved in several community organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
FL
12/02/2021 - Present
Riverglades Family Offices, LLC (NAPLES FL)
FL
12/17/2008 - 10/27/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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