James Martin is a registered investment advisor at Bentley Wealth Advisors, LLC, based in Warwick, RI, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
117 Metro Center Boulevard, Suite 3000, Warwick, RI, 02886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a CPA providing tax and accounting services since 1988, dedicating nearly full-time hours to this activity. He is also a principal at The Bentley Group, but devotes no time to this position.
Employment History
Current Registrations
Bentley Wealth Advisors, LLC
Previous Registrations
Bentley Wealth Advisors, LLC
Bentley Wealth Advisors, LLC
Creative Resources Investment Advisors LLC
State Registrations1 state
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