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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bradley Martin is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Kevin has been in the financial industry for over 29 years. Kevin has experience with various firms, including Cantella & Co., Inc., Crocker Securities LLC, Ibis Securities, LLC, Westhoff, Cone & Holmstedt, Alamo Capital, and California Capital Finance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
12/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (El Dorado Hills CA)
CA
11/14/1995 - 12/09/2022
CANTELLA & CO., INC. (EL DORADO HILLS CA)
CA
07/26/2002 - 07/11/2008
CROCKER SECURITIES LLC (EL DORADO HILLS CA)
CA
07/14/1995 - 11/26/2002
IBIS SECURITIES, LLC (WALNUT CREEK CA)
CA
11/10/1993 - 03/26/1996
WESTHOFF, CONE & HOLMSTEDT (WALNUT CREEK CA)
CA
01/11/1994 - 11/20/1995
ALAMO CAPITAL (WALNUT CREEK CA)
CA
07/14/1995 - 11/01/1995
CALIFORNIA CAPITAL FINANCE (WALNUT CREEK CA)
BOTH
Issued 05/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/19/1994
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/12/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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