George Martin, financial advisor New Albany IN

George Martin

CRD Number: 2056953
Current Firm: Mariner Wealth Advisors

George Martin (CRD# 2056953) is an Investment Advisor Representative working at Mariner Wealth Advisors in New Albany, IN and has over 33 years of experience in the finance industry. George 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors New Albany, IN Feb 2019 - Current 5
Martin Financial Group New Albany, IN Jan 2001 - Jan 2019 18
Triad Advisors, Inc. Norcross, GA Feb 2009 - Oct 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for George W. Martin
Phone Number: 913-904-5700
Registered State(s):
  • FL
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    65,875
    MILLIONS
  • Total Number of Accounts
    112,465
    ACCOUNTS
  • Average Account Value
    $585,734
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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