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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stafford Martin is an investment advisor representative with Captrust, a firm that has been providing financial services since 1997. John has been in the industry since 1992, and has a wide range of experience in providing investment advice to individuals, families, and businesses. John's credentials include passing the Series 63, Series 65, Series 3 and Series 7 examinations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
09/03/2019 - Present
Captrust (RALEIGH NC)
MO
06/15/2002 - 10/17/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
10/01/1997 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NC
12/09/1994 - 10/06/1997
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
02/20/1992 - 12/20/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1992
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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