Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Cade Cumbie is a financial advisor with Raymond James Financial Services Advisors, Inc. Martin is a Certified Financial Planner™ professional with over 15 years of experience in the financial services industry. Martin's background includes a career in education and serving as a business owner. Martin specializes in providing financial planning services to individuals, families, and businesses. Martin is also licensed to sell insurance and offers non-variable life insurance products. Martin is registered with the state of Texas as an Investment Advisor Representative and a Registered Representative, and with the state of Washington as an Investment Advisor Representative. Martin's commitment to providing his clients with personalized service and a tailored approach to their financial needs has earned him a strong reputation in the community.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lubbock TX)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Martin Cumbie is the right advisor for you? Invested Better is here to help.
