Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Geddes Hurlburt is a financial advisor with over 30 years of experience in the financial services industry. Martin currently works for Portfolio Medics, LLC. Prior to that, Martin worked for Purshe Kaplan Sterlings Investments and T.M. Wealth Management, LLC. Martin is a licensed insurance agent and a board member for the Association of Family and Conciliation Courts. Martin specializes in retirement planning, financial planning, and investment management.
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.
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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UT
12/06/2021 - Present
Portfolio Medics, LLC (Orem UT)
UT
12/05/2017 - 09/23/2022
PURSHE KAPLAN STERLING INVESTMENTS (Orem UT)
UT
11/01/2017 - 12/07/2017
CETERA ADVISOR NETWORKS LLC (Orem UT)
UT
03/08/2011 - 11/01/2017
GIRARD SECURITIES, INC. (Orem UT)
UT
02/17/2011 - 03/02/2011
NATIONAL PLANNING CORPORATION (SPRINGVILLE UT)
UT
07/10/2007 - 02/11/2011
QA3 FINANCIAL CORP. (SPRINGVILLE UT)
UT
12/20/2002 - 07/10/2007
WORLD GROUP SECURITIES, INC. (SPRINGVILLE UT)
AZ
11/16/1998 - 12/20/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
WI
10/28/1992 - 11/12/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/28/1992 - 11/12/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/03/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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