Frank Martin is a CFP-designated registered investment advisor, based in Panama City Beach, FL, with 23 years of industry experience.
Location
14101 Panama City Beach Parkway, Suite 100, Panama City Beach, FL, 32413
Get directionsHistory
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
Frank is a financial advisor at Level Four Advisory Services, LLC and a financial professional at Level Four Financial. He is also an employee at Level Four Group and an agent at Level Four Insurance.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations12 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.