Unclaimed
Randy Bruce Martin is a financial advisor with Cetera Investment Advisers LLC. Randy has been in the financial industry since February 6, 1986, and is registered in Texas and Washington as an investment advisor representative. Randy has experience with various financial products and services, including financial planning, portfolio management, pension consulting, and educational seminars. Randy is also a Certified Financial Planner (CFP).
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.
1
2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (SPOKANE WA)
IN
01/03/1989 - 04/03/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
02/03/1989 - 10/20/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
08/12/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/07/1986 - 08/26/1988
FREEMAN FINANCIAL SERVICES CORPORATION
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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