MH
CFP
MH
CFP
Martin Halberg is a CFP-designated registered investment advisor, based in Atlanta, GA, with 30 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Atlanta, GA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2015Denied
Customer Dispute
March 2007Settled
Other Business ActivitiesSells Insurance
Martin sells term life insurance, long-term care insurance, and fixed annuities. He also sold whole life, universal life, and fixed annuities through National Life.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2026 - Present · 4 mos
Cambridge Investment Research Advisors, INC.
June 2026 - Present · 4 mos
Previous Registrations
Ifp Securities, LLCBroker
May 2019 - June 2026 · 7 yrs 1 mo
Independent Financial Partners
January 2011 - June 2026 · 15 yrs 5 mos
LPL Financial LLCBroker
December 2010 - May 2019 · 8 yrs 5 mos
Esi Financial Advisors
December 2003 - December 2010 · 7 yrs
Equity Services, INC.Broker
December 2003 - December 2010 · 7 yrs
Veravest Investment Advisors, INC.
April 2003 - November 2003 · 7 mos
Veravest Investments, INC.Broker
April 1996 - November 2003 · 7 yrs 7 mos
State Registrations9 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.
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