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Philip Reynolds Martin

Kestra Investment Services, LLC

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About Philip Reynolds Martin

Philip Martin is a financial advisor with Kestra Investment Services, LLC. Philip is registered with FINRA and the state of Arizona. Philip has been in the securities industry since December 2014. Philip has passed the Series 6 and SIE exams.

Firm Information

Philip Martin is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Philip Martin’s Registration & Firm History

AZ

05/31/2022 - Present

Kestra Investment Services, LLC (PHOENIX AZ)

OH

10/16/2014 - 03/23/2022

NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Reynolds Martin.
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