Martin Streetman
Martin Streetman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Junction, CO, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Grand Junction, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2011Customer Dispute
August 2008Other Business Activities
Martin is involved with Central Park Private Wealth Management Limited as a DBA for his LPL business, and Western Wealth Management, LLC as a Registered Investment Advisor Hybrid. These activities take about half of Martin's time.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Gallacher Capital Management, LLC
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations15 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.