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Marie Martin
30 Years of Experience
Lancaster, PA
1 DisclosureBrokerSells Insurance
Marie Martin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, with 30 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
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Location
One Penn Square, Lancaster, PA, 17602
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Denied
Other Business ActivitiesSells Insurance
Marie works as an agent for Specific Solutions, selling and servicing life insurance since 2016. This activity takes a few hours per week, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Raymond James Financial Services
August 2008 - January 2009 · 5 mos
Primevest Financial Services, INC.Broker
May 2000 - June 2008 · 8 yrs 1 mo
Bisys Brokerage Services, INC.Broker
October 1999 - May 2000 · 7 mos
Mony Securities CorporationBroker
May 1995 - January 2000 · 4 yrs 8 mos
State Registrations19 states
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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.