Robert Martin
Robert Martin is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Moorestown, NJ, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
214 West Main St-Ste. 106, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is involved in several outside business activities, including serving on the finance committee for a non-profit, holding a political office, and being a board member for various organizations. He also owns Moorestown Securities, LLC, which is the LLC for a branch office, and is on the endowment committee for the Riverton Steamboat Landing Foundation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Olde Discount CorporationBroker
Philips, Appel & Walden, INC.Broker
Nielson and Clark INC.Broker
Walter Capital CorporationBroker
Kobrin Securities, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.