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Justin C Martin

Legacy Wealth Management, LLC

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About Justin C Martin

Justin C Martin is a financial advisor with over 12 years of experience in the industry. Justin is currently registered as a Registered Investment Advisor (RIA) in California, Colorado, Idaho, Illinois and Utah. Justin works with Legacy Wealth Management, LLC, where they provide advisory services such as financial planning, selection of other advisors, and portfolio management for individuals. Previously, Justin worked with Fidelity Brokerage Services LLC. Justin is also involved with two other businesses: Dynamic IQ, a non-investment related business coaching company and Red Slate Holdings LLC, which is a personal LLC where Justin runs his life insurance business.

Firm Information

Justin Martin is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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Justin Martin’s Registration & Firm History

ID

10/23/2018 - Present

Legacy Wealth Management, LLC (BOISE ID)

UT

11/06/2007 - 06/08/2010

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

IA

Issued 08/14/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin C Martin.
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