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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Durbin is a financial advisor in Mineral Wells, Texas. Martin has been working in the financial services industry since 1983 and is currently registered with Avantax Advisory Services. Martin has a broad range of experience, having worked with a variety of firms including 1st Global Capital Corp. and LPL Financial LLC. Martin is a Certified Public Accountant (CPA) and has a deep understanding of financial planning, wealth management, and tax strategy. 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Mineral Wells TX)
TX
06/03/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Mineral Wells TX)
TX
05/02/2014 - 06/17/2015
LPL FINANCIAL LLC (ARLINGTON TX)
TX
07/02/2012 - 05/05/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (ARLINGTON TX)
TX
10/20/1983 - 01/24/2011
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
07/30/1999 - 07/14/2004
FIRST COMMAND SECURITIES CORPORATION (FORT WORTH TX)
IA
Issued 09/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/16/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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