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Nakia S Martin

LPL Financial LLC

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About Nakia S Martin

Nakia Martin is an active financial advisor who has been in the industry since 2005. Currently, Nakia is registered with LPL Financial LLC. Previously, Nakia worked at Thrivent Investment Management Inc., LPL Financial LLC, Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Cambridge Investment Research, Inc., MML Investors Services, LLC, CAPTRUST, QUESTAR CAPITAL CORPORATION, Securities America, Inc., Wachovia Securities, LLC, Ameriprise Financial Services, Inc., SEI Investments Distribution Co., GWFS Equities, Inc., FISERV SECURITIES, INC., Hornor, Townsend & Kent, Inc., TD Waterhouse Investor Services, Inc., and Hornor, Townsend & Kent, Inc. Nakia specializes in various areas, including retirement planning, investment planning, insurance planning, and estate planning.

Firm Information

Nakia Martin is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

18,145

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nakia Martin’s Registration & Firm History

SC

04/08/2024 - Present

LPL Financial LLC (FORT MILL SC)

MN

08/10/2021 - 04/09/2024

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

PA

11/30/2017 - 08/09/2021

LPL FINANCIAL LLC (WYNCOTE PA)

PA

04/05/2017 - 12/05/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)

PA

04/05/2017 - 12/05/2017

LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)

IA

03/05/2015 - 04/04/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

PA

01/09/2014 - 03/10/2015

MML INVESTORS SERVICES, LLC (HORSHAM PA)

NC

08/05/2013 - 12/31/2013

CAPTRUST (RALEIGH NC)

NJ

08/19/2011 - 12/20/2012

QUESTAR CAPITAL CORPORATION (VOORHEES NJ)

PA

12/01/2010 - 07/28/2011

SECURITIES AMERICA, INC. (LANGHORNE PA)

PA

10/03/2008 - 03/17/2009

WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)

PA

07/24/2007 - 09/22/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)

PA

03/14/2006 - 07/06/2007

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

CO

10/27/2003 - 04/07/2004

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

PA

07/16/2002 - 04/11/2003

FISERV SECURITIES, INC. (PHILADELPHIA PA)

PA

07/05/2001 - 06/28/2002

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NE

01/04/2001 - 06/25/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

PA

04/19/2000 - 12/01/2000

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

IA

Issued 10/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/07/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/09/2006

Series 24 - General Securities Principal Examination

BC

Issued 04/08/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nakia S Martin.
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