Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Martin is a financial advisor associated with Avantax Advisory Services and has been in the industry since 2007. Brian is registered with the state of California and Texas and has a Series 66, Series 7, and SIE license. Brian offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Brian's firm Avantax Advisory Services is a registered investment advisor with over $40 billion in assets under management. Brian is committed to helping individuals and businesses reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/25/2024 - Present
Avantax Advisory Services (VALENCIA CA)
BOTH
Issued 09/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Martin is the right advisor for you? Invested Better is here to help.
