Martin Branch
Martin Branch is a registered investment advisor at Cetera Investment Advisers LLC, based in Opelika, AL, with 26 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2127 Executive Park Drive, Opelika, AL, 36801
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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
Martin operates M. Keith Branch Financial Services & Ins, selling individual and group life, accident, disability, dental, health, and vision insurance products, dedicating about half of his time. He also sells fixed insurance products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations7 states
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