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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Eugene Martin is an investment advisor representative at Strategic Wealth Partners, Ltd. Brian has been in the securities industry for over 30 years and is a Certified Financial Planner. Brian's experience includes working with clients on comprehensive financial planning and investment management, particularly focusing on retirees and pre-retirees. Brian works with a range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
OH
05/31/2024 - Present
Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)
IN
12/21/2015 - 09/21/2023
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
IN
10/01/2004 - 07/06/2015
1ST GLOBAL CAPITAL CORP. (INDIANAPOLIS IN)
IN
02/01/2001 - 10/14/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/01/2001 - 10/14/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/03/1999 - 02/26/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/29/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
05/25/1995 - 11/06/1995
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
NA
09/13/1994 - 05/31/1995
FOUNDATION INVESTORS SECURITIES CORP.
NE
11/02/1993 - 09/17/1994
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
CA
05/15/1993 - 11/11/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
04/06/1992 - 04/01/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/06/1992 - 04/01/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
10/29/1991 - 02/18/1992
GARCO EQUITY SALES, INC. (CARMEL IN)
OR
05/22/1989 - 09/19/1990
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
03/17/1989 - 06/03/1989
JOHN HANCOCK DISTRIBUTORS, INC.
NA
03/17/1989 - 06/03/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 09/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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