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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 Martin is an experienced financial advisor who has been in the industry since 2001. Brian currently works at Merit Financial Advisors in Alpharetta, GA. Before joining Merit Financial Advisors, Brian has been employed with a number of firms including LPL Financial LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., A.G. Edwards & Sons, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Lincoln Financial Advisors Corporation. Brian has obtained the following licenses and certifications: Series 6, Series 7, Series 31, Series 66, and SIE. Brian has earned a number of registrations including the RA license in Georgia and Texas. Brian specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Brian's services include portfolio management, pension consulting, and educational seminars. Brian is also a licensed independent insurance agent.
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.
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.
Consulting fees
1
2
GA
03/07/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
04/27/2018 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
03/23/2010 - 05/01/2018
WELLS FARGO CLEARING SERVICES, LLC (ROSWELL GA)
GA
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
03/16/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
MO
06/23/2003 - 02/17/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
08/08/2002 - 07/18/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/2002 - 07/18/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
03/09/1999 - 11/22/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 09/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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