Unclaimed
John Arthur Martin is a financial advisor registered with LPL Financial LLC. John has been in the securities industry since 2005, and has experience with a variety of firms including Investment Centers of America, Inc. and Fintegra, LLC. John holds the Series 63, Series 66, and Series 7 securities licenses. John is a Certified Financial Planner™ professional and is licensed to provide financial advice in 22 states. John also provides non-variable insurance through ICAG Ins. Agency, and holds a DBA for LPL Business through Citizens Financial Services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/29/2017 - Present
LPL Financial LLC (PARK RAPIDS MN)
MN
09/04/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (PARK RAPIDS MN)
MN
10/27/2011 - 08/17/2012
FINTEGRA, LLC (GRAND RAPIDS MN)
MN
08/11/2006 - 11/02/2011
INVESTMENT CENTERS OF AMERICA, INC. (BEMIDJI MN)
MN
03/08/2005 - 08/02/2006
EDWARD JONES (PINE CITY MN)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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