Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Dyer Summitt is a financial advisor with over 27 years of experience in the industry. Martin is registered with the state of Tennessee and is currently affiliated with Bellwether Investment Group, LLC. Martin is also registered with the state of Tennessee as an Investment Advisor Representative. Martin specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Martin's previous experience includes positions with Raymond James Financial Services, Inc., First Tennessee Brokerage, Inc., Amsouth Investment Services, Inc., and Dean Witter Reynolds Inc.
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.
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.
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TN
01/01/2025 - Present
Bellwether Investment Group, LLC (CHATTANOOGA TN)
TN
09/16/2002 - 10/14/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
TN
01/26/1999 - 09/16/2002
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
AL
05/28/1996 - 07/15/1998
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
09/19/1991 - 06/04/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/21/1994
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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