Anthony Martin is a CFP-designated registered investment advisor at M3 Advisors, LLC, based in Savannah, GA, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
M3 Advisors does not manage client assets directly. Supervised persons of M3A may provide asset management services through Valmark Advisers, Inc., an SEC registered investment advisor.
Location
315 Commercial Drive, Suite A-4, Savannah, GA, 31406
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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
Anthony is an investment advisor representative at M3 Advisors, LLC, dedicating about a quarter of his time to this role. He also works with various life insurance companies, including Berkshire Life Ins Co of Amer, Blue Cross Blue Shield of GA, and others.
Employment History
Current Registrations
M3 Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations17 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.