linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Martha Pool

Global Atlantic Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Martha? Claim Your Profile

About Martha Pool

Martha Pool is a financial professional with over 15 years of experience in the industry. Martha is currently registered with Global Atlantic Distributors, LLC in Des Moines, Iowa. Martha has experience in Investment Banking, Operations, and Securities. Martha is also a registered representative in Connecticut and Florida. Prior to joining Global Atlantic Distributors, LLC, Martha was affiliated with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Carillon Fund Distributors, Inc., Raymond James Insurance Group, Inc., and Morgan Keegan & Company, Inc..

Firm Information

Martha Pool is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Martha Pool’s Registration & Firm History

IA

01/26/2021 - Present

Global Atlantic Distributors, LLC (Des Moines IA)

FL

11/29/2018 - 10/08/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

09/24/2018 - 10/08/2020

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

12/07/2018 - 12/21/2018

CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

02/01/2016 - 10/31/2018

RAYMOND JAMES INSURANCE GROUP, INC. (ST. PETERSBURG FL)

FL

02/13/2013 - 12/31/2015

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

07/17/2007 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)

Not sure if Martha Pool is right for you?

Licenses & Designations

BOTH

Issued 05/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martha Pool.
Not sure if Martha Pool is right for you?