Raymond Martin
Raymond Martin is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Reno, NV, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
50 W. Liberty, Suite 100, Reno, NV, 89501
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2017Customer Dispute
April 2008Customer Dispute
September 2002Other Business Activities
Raymond is a general partner in Conray Properties, a warehouse ownership entity, since 1995, dedicating a few hours per week. He is also the President of Standard General Land & Lending Corp, a real property management company, since 1986, also dedicating a few hours per week, and an owner of Furstmar LLC, investing in commercial real estate, dedicating minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations27 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.