Martha Crocker
Martha Crocker is a CFP-designated registered investment advisor at Foundation Financial Advisors, INC., based in Linthicum Heights, MD, with 37 years of industry experience. Martha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Foundation Financial Advisors offers financial planning services with fees ranging from $1,000 to $10,000. Hourly fees are billed at $200 to $500 per hour, and fixed annual fees range from $500 to $5,000, based on the services provided.
Location
785 Elkridge Landing Road, Suite 100, Linthicum Heights, MD, 21090
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 ActivitiesSells Insurance
Martha offers financial planning services through Foundation Financial Advisors, Inc. and conducts securities business through Crocker Investment Services, Inc. She also sells fixed insurance products.
Employment History
Current Registrations
Foundation Financial Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Sigma Financial CorporationBroker
Spc
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Dreyfus Service CorporationBroker
Ferris, Baker Watts IncorporatedBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations15 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.