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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Louis Martin is a financial advisor with over 25 years of experience. David Martin currently works with Royal Fund Management, LLC. He is also a Registered Investment Advisor and is licensed to provide financial advice in Connecticut, Florida and Texas. David Martin's specializations include working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. David Martin has a strong track record of success in providing financial planning and portfolio management services. David Martin is a Certified Financial Planner and also has experience as a college planning advisor and independent licensed insurance agent. He is committed to providing his clients with personalized financial advice and strategies to help them achieve 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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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FL
01/25/2024 - Present
Royal Fund Management, LLC (LADY LAKE FL)
CT
07/20/2016 - 12/31/2017
ESSEX SECURITIES LLC (Rocky Hill CT)
CT
06/03/2003 - 07/27/2016
INVESTORS CAPITAL CORP. (ROCKY HILL CT)
AL
09/17/1998 - 05/15/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
CA
02/01/1996 - 09/30/1998
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 02/05/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
09/13/1984 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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