MI
MI

Martha Innes

34 Years of Experience
Boynton Beach, FL
Broker

Martha Innes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boynton Beach, FL, with 34 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

8788 Boynton Beach Blvd Suite 100, Suite 100, Boynton Beach, FL, 33472

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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

Martha works as an independent contractor for Connor Financial Group, advising clients and effecting investment transactions, dedicating about half of her time. She also works as a bookkeeper for Seacrest Towers Condominium Association, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2009 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 2002 - Present · 23 yrs 5 mos
Previous Registrations
Raymond James Financial Services
January 2003 - October 2009 · 6 yrs 9 mos
Morgan Stanley
April 1997 - November 2002 · 5 yrs 7 mos
Morgan Stanley Dw INC.Broker
April 1997 - November 2002 · 5 yrs 7 mos
Smith Barney INC.Broker
December 1994 - April 1997 · 2 yrs 4 mos
First Lauderdale Securities, INC.Broker
November 1992 - September 1994 · 1 yr 10 mos
Financial Network Investment CorporationBroker
May 1992 - November 1992 · 6 mos
Asset Management Securities CorporationBroker
April 1991 - May 1992 · 1 yr 1 mo
State Registrations16 states
CTFLGAKYMDMEMIMNMTNCNJNYOHSCVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Martha Innes - Financial Advisor | TrueAdvisor