James MartinCRD Number: 2760601
Current Firm: Ameritas Advisory Services, LLC
James Martin (CRD# 2760601) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Bedford, TX and has over 26 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Ameritas Advisory Services, LLC||Lincoln, NE||Nov 2021 - Current||1|
|Ameritas Life Insurance Corp||Lincoln, NE||Sep 2019 - Current||3|
|Financial Adviser Network||Bedford, TX||Jan 2011 - Current||12|
|Ameritas Investment Company, LLC||Lincoln, NE||Jan 2020 - Nov 2021||1|
|Allied Financial Consultant Llc (158812)||Fort Worth, TX||Aug 2011 - Apr 2020||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management9,451MILLIONS
Total Number of Accounts32,295ACCOUNTS
Average Account Value$292,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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