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Martha Walthall

Thoroughbred Financial Services, LLC

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About Martha Walthall

Martha Walthall is an active investment advisor representative with Thoroughbred Financial Services, LLC. Martha Walthall is registered with the state of Tennessee and has been in the financial industry since 2023. Martha Walthall has specialized in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Prior to working at Thoroughbred Financial Services, LLC, Martha Walthall worked at Trinity Wealth Securities, LLC in Nashville, Tennessee.

Firm Information

Martha Walthall is currently registered with Thoroughbred Financial Services, LLC. Thoroughbred Financial Services, LLC is an investment advisor headquartered in Brentwood, TN, with a history dating back to 1999. They serve a diverse clientele including individuals, corporations, businesses, and pension plans. They are registered with the SEC and 45 state regulators and offer a comprehensive range of services, including financial planning, portfolio management, and selection of other advisors. Thoroughbred manages over $2.9 billion in assets for over 6,300 client accounts and offers a wrap fee program.
Thoroughbred Financial Services, LLC

5110 MARYLAND WAY, SUITE 300

BRENTWOOD, TN 37027-7508

$2.91B

Assets Under Management

Not reported

Total Clients

42

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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martha Walthall’s Registration & Firm History

TN

05/22/2024 - Present

Thoroughbred Financial Services, LLC (BRENTWOOD TN)

TN

10/09/2023 - 05/12/2024

TRINITY WEALTH SECURITIES, L.L.C. (Nashville TN)

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Licenses & Designations

BC

Issued 09/22/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martha Walthall.
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