Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Martens is an Investment Advisor Representative, registered with the state of Texas. Reid is associated with Captrust, a firm that offers a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Reid has a Series 65 license and is a registered investment advisor.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/13/2023 - Present
Captrust (San Antonio TX)
IA
Issued 11/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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