Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Allen Martin is a financial advisor with over 20 years of experience in the industry. He is currently registered with Alphastar Capital Management and has previously worked with Calton & Associates, Inc., Capital Investment Group, Inc. and Synergy Investment Group, LLC. George has a wide range of experience in financial planning, portfolio management, and insurance. He is also a licensed insurance agent. George is committed to providing his clients with personalized financial advice and helping 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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NC
03/21/2018 - Present
Alphastar Capital Management (CORNELIUS NC)
NC
09/06/2013 - 12/13/2017
CALTON & ASSOCIATES, INC. (HICKORY NC)
NC
04/01/2011 - 09/11/2013
CAPITAL INVESTMENT GROUP, INC. (HICKORY NC)
NC
01/03/2011 - 04/04/2011
SYNERGY INVESTMENT GROUP, LLC (HICKORY NC)
NC
07/17/2009 - 10/05/2009
SYNERGY INVESTMENT GROUP, LLC (HICKORY NC)
NC
03/19/2007 - 08/07/2007
SYNERGY INVESTMENT GROUP, LLC (HICKORY NC)
NC
03/01/2000 - 04/19/2005
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
NJ
09/17/1997 - 02/10/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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