Unclaimed
Martin Donahue Gavin is a financial advisor with over 40 years of experience in the industry. Martin Donahue Gavin is currently registered with Trust Advisory Group Ltd. and has been with the firm since 2001. Martin Donahue Gavin has a wide range of experience, including experience with LinSCO CORPORATION, AGES Financial Services, Ltd., and Gavin Financial Services. Martin Donahue Gavin holds Series 63, Series 65, and Series 7 licenses. Martin Donahue Gavin is also a member of the board of directors at Silver Aqua Inc. which produces point of contact water purification devices for global distribution. Martin Donahue Gavin specializes in providing financial planning, pension consulting, and selection of other advisors. Martin Donahue Gavin also provides portfolio management services to businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
09/07/2001 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
NA
08/25/1980 - 08/06/1985
LINSCO CORPORATION
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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