Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Evans is a financial advisor with over 25 years of experience in the industry. Martin is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since April 2009. Prior to joining Cambridge, Martin was with UBS Financial Services Inc. and Dean Witter Reynolds Inc. Martin holds a Series 7, 24, 31, and 63 license and has passed the SIE exam. Martin offers financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Martin is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
04/23/2009 - Present
Cambridge Investment Research Advisors, Inc. (Corpus Christi TX)
TX
03/27/1997 - 05/13/2009
UBS FINANCIAL SERVICES INC. (CORPUS CHRISTI TX)
NY
01/23/1996 - 04/04/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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