MB
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Martin Brown

38 Years of Experience
Orlando, FL
2 DisclosuresBroker

Martin Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 38 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1321 Edgewater Drive, Orlando, FL, 32804

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History

Regulatory History (2)
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Customer Dispute
February 2009
Denied
Customer Dispute
May 1994
Settled
Other Business Activities

Martin is the owner of BCW Financial Consultants and BCW Property, a real estate LLC. He also spends about half his time as an owner of Edgewater Family Wealth.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2011 - Present · 15 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
401kapow
May 2012 - December 2015 · 3 yrs 7 mos
Raymond James & Associates, INC.
December 2000 - February 2011 · 10 yrs 2 mos
Raymond James & Associates, INC.Broker
December 2000 - February 2011 · 10 yrs 2 mos
Investacorp, INC.Broker
July 1995 - December 2000 · 5 yrs 5 mos
First Investors CorporationBroker
November 1987 - June 1995 · 7 yrs 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.