MB
CFP
MB
CFP

Martin Albert Beck

39 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
833 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$890.4M

Fee Structure

Financial Planning:Investment management only
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Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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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 Activities

Martin operates his LPL business through Granite Investment Group, Inc. He also owns 3000 Woodcreek LLC, a real estate rental business, and is an investment advisor representative (IAR) with Apollon Financial LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Apollon Financial, LLC
September 2024 - Present · 1 yr 5 mos
LPL Financial LLCBroker
July 2007 - Present · 18 yrs 7 mos
Previous Registrations
LPL Financial LLC
July 2007 - January 2025 · 17 yrs 6 mos
Chase Investment Services CORP.Broker
July 2005 - July 2007 · 2 yrs
Chase Investment Services CORP.
July 2005 - July 2007 · 2 yrs
Banc One Securities CorporationBroker
February 1999 - July 2005 · 6 yrs 5 mos
Banc One Securities Corporation
February 1999 - July 2005 · 6 yrs 5 mos
First Chicago Nbd Investment Services, INC.Broker
March 1992 - February 1999 · 6 yrs 11 mos
Gary-Wheaton Investment Services, INC.Broker
January 1989 - February 1992 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1988 - October 1988 · 6 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
January 1986 - January 1987 · 1 yr
State Registrations16 states
AZCAFLGAILINMIMONCNENVNYSCTXWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.