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CFP

Richard Martinson

Raymond James Financial Services Advisors, INC
30 Years of Experience
Melbourne, FL
1 DisclosureBroker
View SEC Summary
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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. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6767 N. Wickham Road, Suite 400, Melbourne, FL, 32940

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
July 2018 - Present · 8 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - July 2018 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2018 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.
February 1996 - January 2008 · 11 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
February 1996 - January 2008 · 11 yrs 11 mos
State Registrations28 states
AKALARAZCACOCTFLGAILLAMAMDMEMIMONCNJNYOHOKORPASCTNTXVAWV
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.
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