Kim Martin is a registered investment advisor, based in Mount Pleasant, SC, with 30 years of industry experience.
Location
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464
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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.
Learn about disclosures →Other Business Activities
Kim is affiliated with Apollon Wealth Management and Adi Dassler International Family Office. The filing does not indicate the nature or time commitment of these activities.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
November 2025 - Present · 6 mos
Apollon Wealth Management, LLC
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
J. Alden Associates, INC.Broker
December 2020 - November 2025 · 4 yrs 11 mos
Raymond James & Associates, INC.Broker
September 2016 - August 2020 · 3 yrs 11 mos
Raymond James & Associates, INC.
September 2016 - August 2020 · 3 yrs 11 mos
Deutsche Bank Securities INC.
June 2013 - September 2016 · 3 yrs 3 mos
Deutsche Bank Securities INC.Broker
June 2013 - September 2016 · 3 yrs 3 mos
Ha&w Wealth Management, LLC
August 2012 - June 2013 · 10 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2012 - June 2013 · 1 yr 3 mos
Fsc Securities CorporationBroker
October 2010 - April 2012 · 1 yr 6 mos
Oppenheimer & CO. INC.
March 2009 - October 2010 · 1 yr 7 mos
Oppenheimer & CO. INC.Broker
March 2009 - October 2010 · 1 yr 7 mos
Stanford Group Company
September 2007 - March 2009 · 1 yr 6 mos
Stanford Group CompanyBroker
August 2007 - March 2009 · 1 yr 7 mos
Suntrust Investment Services, INC.Broker
June 2005 - September 2007 · 2 yrs 3 mos
Suntrust Investment Services, INC.
June 2005 - September 2007 · 2 yrs 3 mos
Alexander Key Investments
March 2003 - June 2005 · 2 yrs 3 mos
Suntrust Capital Markets, INC.Broker
February 2003 - June 2005 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
October 1998 - February 2003 · 4 yrs 4 mos
Raymond James & Associates, INC.Broker
April 1995 - October 1998 · 3 yrs 6 mos
State Registrations4 states
ALFLGASC
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.