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Kevin James Martin

Millennium Advisors, LLC

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About Kevin James Martin

Kevin James Martin is a financial advisor at Millennium Advisors, LLC in Charlotte, NC. Kevin has been in the securities industry since September 6, 2016 and is registered with FINRA and the state of North Carolina. Kevin holds the Series 7 and Series 63 securities licenses as well as the SIE.

Firm Information

Kevin Martin is currently registered with Millennium Advisors, LLC. Millennium Advisors, LLC is a Limited Liability Company formed in June 2009. The firm is registered with the SEC and in 10 states including Alabama, California, Delaware, Illinois, Maryland, Michigan, New York, North Carolina, Ohio, and Tennessee.

Not reported

Assets Under Management

Not reported

Total Clients

57

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.

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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Kevin Martin’s Registration & Firm History

NC

09/07/2016 - Present

Millennium Advisors, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin James Martin.
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