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Cory Martin is a registered investment advisor representative for Barrow Hanley Global Investors. Cory has been with the firm since 1999. Previously, Cory worked for Artisan Distributors LLC and Templeton/Franklin Investment Services, Inc. Cory specializes in providing financial advice to insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities. Cory is registered in Texas.
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.
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.
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.
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2
TX
01/07/2003 - Present
Barrow Hanley Global Investors (DALLAS TX)
WI
02/21/2003 - 02/27/2003
ARTISAN DISTRIBUTORS LLC (MILWAUKEE WI)
CA
07/28/1998 - 02/01/1999
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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