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James Earle Martin

Arbor Investment Advisors

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About James Earle Martin

James Earle Martin is an investment advisor representative with Arbor Investment Advisors. James Martin has been in the industry since February 1998 and has experience in both the brokerage and investment advisory industries. James Martin has a Series 6, Series 7, Series 63, and Series 65 license. James Martin is registered to provide investment advisory services in North Carolina and Texas. Arbor Investment Advisors is a Registered Investment Advisor (RIA) firm that specializes in providing investment management services to individuals, businesses, and charitable organizations.

Firm Information

James Martin is currently registered with Arbor Investment Advisors. Arbor Investment Advisors is a registered investment advisor based in Winston Salem, NC. The firm manages a total of $956,721,696 in assets, primarily for high-net-worth individuals and charitable organizations. Their services include financial planning, portfolio management for individuals, and publication of periodicals. They also offer consulting pursuant to ERISA 404C and portfolio management for foundations and money pension purchase plans.
Arbor Investment Advisors

300 SOUTH MAIN STREET

WINSTON SALEM, NC 27101

$956.72M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c

Portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Martin’s Registration & Firm History

NC

11/23/2010 - Present

Arbor Investment Advisors (WINSTON SALEM NC)

MA

02/04/1998 - 01/08/2001

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

WA

12/01/1988 - 10/03/1997

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 07/29/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/30/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Earle Martin.
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