Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Martin is a registered investment advisor with LPL Financial LLC, located in Birmingham, Alabama. Stephen has been in the financial services industry since 2010. Prior to joining LPL Financial LLC, Stephen worked at CUNA Brokerage Services, Inc., MML Investors Services, LLC, and VALIC Financial Advisors, Inc. Stephen has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals. He is committed to providing personalized investment advice to help clients build a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
05/18/2022 - Present
LPL Financial LLC (Birmingham AL)
AL
06/21/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
AL
07/28/2017 - 04/16/2019
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
AL
10/08/2015 - 02/19/2016
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
AL
06/10/2015 - 08/06/2015
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
AL
02/28/2014 - 03/30/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
TN
02/19/2013 - 02/21/2014
CETERA INVESTMENT SERVICES LLC (MEMPHIS TN)
TN
10/18/2010 - 02/20/2013
WADDELL & REED, INC. (MEMPHIS TN)
BOTH
Issued 11/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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