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Erin Martin, financial advisor Milton GA

Erin Martin

CRD Number: 2763669
Current Firm: Pgi Wealth Management
Compensation Model: Fee Only
Erin Martin (CRD# 2763669) is an Investment Advisor Representative working at Tailored Wealth Management in Atlanta, GA and has over 17 years of experience in the finance industry. Erin Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Pgi Wealth Management Minneapolis, MN Oct 2020 - Current 3
Mrp Capital Management, LLC Atlanta, GA Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Erin E. Martin
13680 Highway 9, Suite C100, Milton, GA 30004
Phone Number: (888) 493-9022
Firm Website: https://www.linkedin.com/in/katie-m-white-cfp%c2%ae-6612974a/
Registered State(s):
  • GA
Current Firm Details
Pgi Wealth Management
Firm's CRD Number: 297517
13680 Highway 9, Suite C100, Milton, GA 30004
By the Numbers
  • Total Assets Under Management
    211
    MILLIONS
  • Total Number of Accounts
    764
    ACCOUNTS
  • Average Account Value
    $276,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, MN, NC, NE, NY, TX, WI

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