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Martin Davis Hensley

Freedom Investment Management, Inc.

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About Martin Davis Hensley

Martin Hensley is a financial advisor in Apex, NC. Martin has been in the financial services industry since 1993. Martin has experience with both investment advisory services and broker-dealer services. Martin is currently registered with Freedom Investment Management, Inc., Capital Financial Advisory Group, LLC, and Foundations Investment Advisors LLC. Martin previously worked at Peak Brokerage Services, LLC, AXA Advisors, LLC, Moloney Securities Co., Inc., Purshe Kaplan Sterling Investments, Raymond James Financial Services, Inc., LPL Financial LLC, First Citizens Investor Services, Inc., SunTrust Investment Services, Inc., Wachovia Securities, LLC, BB&T Investment Services, Inc., Walnut Street Securities, Inc., Interstate/Johnson Lane Corporation, and Edward D. Jones & Co., L.P.. Martin holds Series 6, 7, 26, 63, 65, and SIE licenses.

Firm Information

Martin Hensley is currently registered with Freedom Investment Management, Inc.. Freedom Investment Management, Inc. is an investment advisor based in Hartford, CT. The firm provides a range of services, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Freedom Investment Management manages approximately $2.01 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm also offers wrap fee programs.
Freedom Investment Management, Inc.

100 CONSTITUTION PLZ

HARTFORD, CT 06103-1703

$2.01B

Assets Under Management

776

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model provider/strategist

Model provider/strategist

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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percentage of assets

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

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other

Minimum monthly account fee

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Martin Hensley’s Registration & Firm History

NC

10/27/2021 - Present

Freedom Investment Management, Inc. (Apex NC)

FL

03/23/2015 - 06/04/2015

PEAK BROKERAGE SERVICES, LLC (JUPITER FL)

NC

06/26/2013 - 08/27/2013

AXA ADVISORS, LLC (RALEIGH NC)

NC

03/13/2012 - 07/03/2013

MOLONEY SECURITIES CO., INC. (DURHAM NC)

NC

08/24/2011 - 02/01/2012

PURSHE KAPLAN STERLING INVESTMENTS (RALEIGH NC)

NC

04/04/2011 - 06/22/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)

NC

09/15/2010 - 04/13/2011

LPL FINANCIAL LLC (RALEIGH NC)

NC

08/04/2009 - 04/27/2010

FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)

NC

06/06/2007 - 08/05/2009

SUNTRUST INVESTMENT SERVICES, INC. (RALEIGH NC)

NC

03/01/2005 - 06/06/2007

WACHOVIA SECURITIES, LLC (DURHAM NC)

NC

10/31/1997 - 03/02/2005

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

CA

09/30/1996 - 09/30/1997

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NC

08/17/1993 - 06/07/1994

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

MO

01/18/1993 - 07/16/1993

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/1996

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/12/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Martin Davis Hensley. Review regulatory record here.
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