Richard Martin is a registered investment advisor, based in Fort Walton, FL, with 28 years of industry experience.
Location
Fort Walton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard sells equity indexed annuities through Avantax Insurance Agency, dedicating a few hours per week to this activity. He also manages accounting and tax preparation as the owner of Martin & Pellegrin CPA, dedicating nearly full-time hours, and is involved in several real estate ventures.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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