Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
1
2
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)
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
Active
Inactive
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