Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Britton is a financial advisor with Charles Schwab & Co., Inc. Martin has been in the industry since August 2006 and has experience in both Broker-Dealer and Investment Advisor roles. Martin specializes in financial planning and is a registered representative in 29 states and has held licenses with LPL Financial Corporation and GunnAllen Financial, Inc. Martin has Series 7, 9, 10 and 66 licenses as well as the SIE. Martin also owns rental property in Texas and Arizona.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/16/2013 - Present
Charles Schwab & CO., Inc. (Westlake TX)
AZ
02/23/2009 - 09/27/2010
LPL FINANCIAL CORPORATION (FOUNTAIN HILLS AZ)
AZ
08/02/2006 - 03/04/2009
GUNNALLEN FINANCIAL, INC (SCOTTSDALE AZ)
BOTH
Issued 8/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/1/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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