RM
CFP
RM
CFP

Randy Martin

40 Years of Experience
Spokane, WA
BrokerSells Insurance

Randy Martin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Spokane, WA, with 40 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1403 S Grand Ste 205-N, Spokane, WA, 99203

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Randy sells fixed insurance products including life, disability, annuities, and long-term care. He works with multiple insurance companies including Symetra, Transamerica, and MetLife.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 1990 - Present · 35 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2000 - June 2023 · 22 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
February 1989 - October 1995 · 6 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
January 1989 - April 2003 · 14 yrs 3 mos
Lincoln National Pension Insurance CompanyBroker
August 1988 - January 1989 · 5 mos
Freeman Financial Services CorporationBroker
February 1986 - August 1988 · 2 yrs 6 mos
State Registrations20 states
AKAZCACODCFLHIIDMAMDMNMTNVNYORSCSDTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.