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George Martin

33 Years of Experience
Clarksville, TN
BrokerSells Insurance

George Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in Clarksville, TN, with 33 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

201 Main Street, Clarksville, TN, 37040

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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 ActivitiesSells Insurance

George is an independent insurance agent for Jack Turner and Associates, selling disability, fixed annuities, life/accident/health, and long-term care insurance since 1990. This takes nearly full-time hours during the week and a few hours on the weekend.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
September 2009 - September 2013 · 4 yrs
Walnut Street Securities, INC.Broker
March 2001 - September 2013 · 12 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
September 1997 - February 2001 · 3 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
January 1993 - February 2001 · 8 yrs 1 mo
State Registrations10 states
FLGAKYMIMSNCNYTNVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
George Martin - Financial Advisor | TrueAdvisor