Timothy Martin is a registered investment advisor, based in Beachwood, OH, with 23 years of industry experience.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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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
Timothy works as an associate/employee for Boston Harbor Wealth Advisors and OnPoint Wealth Partners, focusing on investment management, financial planning, and insurance. These activities take about half of Timothy's time each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oneseven
Previous Registrations
World Investments, INC.Broker
World Investment Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Park Avenue Securities LLCBroker
State Registrations19 states
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