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 with Sterling Capital Management LLC. Brian has over 20 years of experience in the financial services industry. Brian has been with Sterling Capital Management LLC since 2016. Prior to that, Brian worked at Columbia Management Investment Distributors, Inc., Columbia Management Distributors, Inc., BACAP Distributors, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brian holds the Series 7, Series 24, Series 26, and Series 63 licenses. Brian specializes in providing investment advice to high net worth individuals, corporations, investment companies, pooled investment vehicles, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
07/28/2016 - Present
Sterling Capital Management LLC (Charlotte NC)
MA
05/01/2010 - 06/23/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/21/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
10/09/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
11/04/2002 - 11/03/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/12/2002 - 11/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/15/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
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.
