Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Ledgerwood is a financial advisor with over 25 years of experience in the industry. Martin is currently registered with D.a. Davidson & Co. in Oregon and Texas. Martin has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Martin holds several professional designations, including the Certified Financial Planner designation. Prior to joining D.a. Davidson & Co., Martin was employed with South Valley Wealth Management. Martin has a strong track record of providing comprehensive financial planning and investment management services to his clients.
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.
A percentage of the total value of assets under management is charged.
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2
OR
01/18/2019 - Present
D.a. Davidson & Co. (KLAMATH FALLS OR)
OR
08/02/1996 - 08/16/2012
SOUTH VALLEY WEALTH MANAGEMENT (KLAMATH FALLS OR)
IA
Issued 08/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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