Richard Martinson
Richard Martinson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Melbourne, FL, 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
Firm Size
IM Fee
Assets Under Management
Location
6767 N. Wickham Road, Suite 400, Melbourne, FL, 32940
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Richard owns rental real estate property and dedicates minimal time to it. He is also the owner of Rich Martinson & Associates LLC, a support company, and works as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations28 states
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.