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Martin Donahue Gavin

Trust Advisory Group Ltd.

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About Martin Donahue Gavin

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.

Firm Information

Martin Gavin is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

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.

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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percentage of assets

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

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Martin Gavin’s Registration & Firm History

AL

09/07/2001 - Present

Trust Advisory Group Ltd. (BIRMINGHAM AL)

NA

08/25/1980 - 08/06/1985

LINSCO CORPORATION

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Donahue Gavin.
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