Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Bruce Martin is a financial advisor with over 35 years of experience in the financial services industry. Randy is a Certified Financial Planner™ professional and has a wide range of experience in investment advising, financial planning, and insurance. Randy currently works with Cetera Investment Advisers LLC. Prior to joining Cetera, Randy worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Randy is licensed to conduct business in 22 states.
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
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 5/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/1/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/5/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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