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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Martin is a financial advisor who has been in the industry for over 30 years. Scott is currently registered with Independent Financial Partners and is licensed to provide investment advice in California, Florida, Georgia, and New Jersey. Scott specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, families, and businesses. He is also a Certified Financial Planner. Scott has a long history of working with various financial firms, including LPL Financial LLC and Raymond James Financial Services, Inc. Scott is committed to helping his clients achieve their financial goals and is dedicated to providing personalized and comprehensive financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
12/14/2023 - Present
Independent Financial Partners (Lake Mary FL)
FL
01/19/2010 - 05/10/2017
LPL FINANCIAL LLC (LAKE MARY FL)
FL
04/10/2001 - 12/31/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (HEATHROW FL)
TX
07/06/2000 - 04/09/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
FL
10/03/1994 - 07/07/2000
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NJ
05/06/1992 - 10/20/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/21/1987 - 05/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/06/1984 - 08/18/1987
FIRST INVESTORS CORPORATION
BC
Issued 07/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/14/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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