Scott Martin
Scott Martin is a CFP-designated registered investment advisor at Independent Financial Partners, based in Lake Mary, FL, with 41 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
1325 South International Parkway, Suite 2221, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2007Regulatory
May 2002Other Business ActivitiesSells Insurance
Scott owns rental real estate, is a Registered Investment Advisor DBA, and is a Certified Exit Planner taking about a quarter of his time. He is also a board member for an office condo association and an agent for fixed life insurance.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
S.D. Martin Financial Services INC.
Raymond James Financial Services, INC.Broker
1st Global Capital CORP.Broker
Summit Brokerage Services, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations1 state
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.